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JVMAX vs MCBVX
JVMAX vs MCBVX Comparison
Open Charts JVMAX vs MCBVX
JHancock Disciplined Value Mid Cap A
Price$24.87
Change+$0.51 (+2.09%)
VolumeN/A
Net Assets20.69B
JVMAX vs MCBVX Comparison Chart
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JVMAX vs. MCBVX commentary
May 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 JVMAX is a Buy and MCBVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.7B vs. MCBVX (16.3B). JVMAX pays higher dividends than MCBVX: JVMAX (0.63) vs MCBVX (0.00). JVMAX was incepted earlier than MCBVX: JVMAX (28 years) vs MCBVX (24 years). MCBVX (1.75) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. MCBVX (27.00). JVMAX (1000) and MCBVX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : -7.02 vs. MCBVX (-7.40). JVMAX (55.72) and MCBVX (55.56) have equivalent 5 years return.
| JVMAX | MCBVX | JVMAX / MCBVX | |
| Total Expense Ratio | 1.12 | 1.74 | 64% |
| Annual Report Gross Expense Ratio | 1.13 | 1.75 | 65% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -2.164 | -5.302 | 41% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7B | 16.3B | 127% |
| Annual Yield % from dividends | 0.63 | 0.00 | - |
| Returns for 1 year | -7.02 | -7.40 | 95% |
| Returns for 3 years | 0.10 | -1.19 | -9% |
| Returns for 5 years | 55.72 | 55.56 | 100% |
| Returns for 10 years | 27.82 | 39.57 | 70% |
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