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JVMTX vs MVTRX
JVMTX vs MVTRX Comparison
Open Charts JVMTX vs MVTRX
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
Transamerica Mid Cap Value Opps R6
Price$11.75
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets929.57M
JVMTX vs MVTRX Comparison Chart in %
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JVMTX vs. MVTRX commentary
Dec 05, 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 Buy and MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. MVTRX (930M). MVTRX pays higher dividends than JVMTX: MVTRX (1.41) vs JVMTX (0.61). JVMTX was incepted earlier than MVTRX: JVMTX (12 years) vs MVTRX (9 years). JVMTX (1.10) is less costly to investors than MVTRX (0.74). JVMTX (49.00) and MVTRX (48.00) have comparable annual turnover. JVMTX (0) and MVTRX (0) have matching initial minimum investment requirements. MVTRX annual gain was more profitable for investors over the last year : -4.63 vs. JVMTX (-5.32). JVMTX return over 5 years is better than : 31.22 vs. MVTRX (-1.15).
| JVMTX | MVTRX | JVMTX / MVTRX | |
| Total Expense Ratio | 0.99 | 0.74 | 134% |
| Annual Report Gross Expense Ratio | 1.10 | 0.74 | 149% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 12.449 | 9.302 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 930M | 2,634% |
| Annual Yield % from dividends | 0.61 | 1.41 | 43% |
| Returns for 1 year | -5.32 | -4.63 | 115% |
| Returns for 3 years | 14.68 | 3.30 | 446% |
| Returns for 5 years | 31.22 | -1.15 | -2,705% |
| Returns for 10 years | 49.60 | N/A | - |
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