Interact to see
Advertisement
Advertisement
JVMTX vs MVTIX
JVMTX vs MVTIX Comparison
Open Charts JVMTX vs MVTIX
JHancock Disciplined Value Mid Cap R4
Price$29.52
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Transamerica Mid Cap Value Opps I
Price$11.31
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets929.61M
JVMTX vs MVTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. MVTIX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMTX is a Hold and MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. MVTIX (930M). MVTIX pays higher dividends than JVMTX: MVTIX (1.36) vs JVMTX (0.63). JVMTX was incepted earlier than MVTIX: JVMTX (12 years) vs MVTIX (12 years). JVMTX (1.10) is less costly to investors than MVTIX (0.83). JVMTX (49.00) and MVTIX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than MVTIX: JVMTX (0) vs MVTIX (1000000). MVTIX annual gain was more profitable for investors over the last year : -4.84 vs. JVMTX (-5.56). JVMTX return over 5 years is better than : 37.55 vs. MVTIX (2.41).
| JVMTX | MVTIX | JVMTX / MVTIX | |
| Total Expense Ratio | 0.99 | 0.83 | 119% |
| Annual Report Gross Expense Ratio | 1.10 | 0.83 | 133% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 11.148 | 6.975 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 930M | 2,602% |
| Annual Yield % from dividends | 0.63 | 1.36 | 46% |
| Returns for 1 year | -5.56 | -4.84 | 115% |
| Returns for 3 years | 14.99 | 2.15 | 698% |
| Returns for 5 years | 37.55 | 2.41 | 1,557% |
| Returns for 10 years | 52.90 | 8.62 | 614% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement