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JVMAX vs MARFX
JVMAX vs MARFX Comparison
Open Charts JVMAX vs MARFX
JHancock Disciplined Value Mid Cap A
Price$24.72
Change-$0.47 (-1.87%)
VolumeN/A
Net Assets21.34B
BlackRock Mid-Cap Value Institutional
Price$22.35
Change-$0.40 (-1.76%)
VolumeN/A
Net Assets958.51M
JVMAX vs MARFX Comparison Chart
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JVMAX vs. MARFX commentary
Mar 11, 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 JVMAX is a Buy and MARFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.3B vs. MARFX (959M). MARFX pays higher dividends than JVMAX: MARFX (1.75) vs JVMAX (0.59). JVMAX was incepted earlier than MARFX: JVMAX (28 years) vs MARFX (30 years). JVMAX (1.13) is less costly to investors than MARFX (0.83). MARFX is a more actively managed with annual turnover of: 62.00 vs. JVMAX (47.00). JVMAX has a lower initial minimum investment than MARFX: JVMAX (1000) vs MARFX (2000000). MARFX annual gain was more profitable for investors over the last year : -0.59 vs. JVMAX (-8.24). MARFX return over 5 years is better than : 48.79 vs. JVMAX (38.52).
| JVMAX | MARFX | JVMAX / MARFX | |
| Total Expense Ratio | 1.12 | 0.75 | 149% |
| Annual Report Gross Expense Ratio | 1.13 | 0.83 | 136% |
| Fund Existence | 28 years | 30 years | - |
| Gain YTD | -0.905 | 1.563 | -58% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 959M | 2,221% |
| Annual Yield % from dividends | 0.59 | 1.75 | 34% |
| Returns for 1 year | -8.24 | -0.59 | 1,408% |
| Returns for 3 years | 3.03 | 8.77 | 35% |
| Returns for 5 years | 38.52 | 48.79 | 79% |
| Returns for 10 years | 31.89 | 17.15 | 186% |
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