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JVMTX vs MVTRX
JVMTX vs MVTRX Comparison
Open Charts JVMTX vs MVTRX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Transamerica Mid Cap Value Opps R6
Price$10.41
Change-$1.14 (-9.87%)
VolumeN/A
Net Assets872.45M
JVMTX vs MVTRX Comparison Chart in %
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JVMTX vs. MVTRX commentary
Feb 04, 2026
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 Buy and MVTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. MVTRX (872M). MVTRX pays higher dividends than JVMTX: MVTRX (1.65) vs JVMTX (0.60). JVMTX was incepted earlier than MVTRX: JVMTX (13 years) vs MVTRX (10 years). JVMTX (1.10) is less costly to investors than MVTRX (0.74). MVTRX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (49.00). JVMTX (0) and MVTRX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. MVTRX (-3.75). JVMTX return over 5 years is better than : 22.28 vs. MVTRX (-14.56).
| JVMTX | MVTRX | JVMTX / MVTRX | |
| Total Expense Ratio | 0.99 | 0.74 | 134% |
| Annual Report Gross Expense Ratio | 1.10 | 0.74 | 149% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 5.177 | 3.274 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 872M | 2,833% |
| Annual Yield % from dividends | 0.60 | 1.65 | 36% |
| Returns for 1 year | 4.79 | -3.75 | -128% |
| Returns for 3 years | 11.22 | -4.13 | -271% |
| Returns for 5 years | 22.28 | -14.56 | -153% |
| Returns for 10 years | 76.80 | N/A | - |
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