JVMAX
Price
$28.64
Change
+$0.32 (+1.13%)
Updated
Dec 20 closing price
MCBVX
Price
$28.69
Change
+$0.37 (+1.31%)
Updated
Dec 20 closing price
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JVMAX vs MCBVX

Header iconJVMAX vs MCBVX Comparison
Open Charts JVMAX vs MCBVXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$28.64
Change+$0.32 (+1.13%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value B
Price$28.69
Change+$0.37 (+1.31%)
VolumeN/A
CapitalizationN/A
JVMAX vs MCBVX Comparison Chart
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JVMAX vs. MCBVX commentary
Dec 23, 2024

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: 20.3B vs. MCBVX (17.1B). JVMAX pays higher dividends than MCBVX: JVMAX (0.67) vs MCBVX (0.40). JVMAX was incepted earlier than MCBVX: JVMAX (28 years) vs MCBVX (23 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. MCBVX (19.00). JVMAX (1000) and MCBVX (1000) have matching initial minimum investment requirements. MCBVX annual gain was more profitable for investors over the last year : 3.20 vs. JVMAX (-0.72). MCBVX return over 5 years is better than : 23.80 vs. JVMAX (21.41).
JVMAXMCBVXJVMAX / MCBVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years23 years-
Gain YTD-1.4412.391-60%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets20.3B17.1B119%
Annual Yield % from dividends0.670.40168%
Returns for 1 year-0.723.20-22%
Returns for 3 years1.070.84128%
Returns for 5 years21.4123.8090%
Returns for 10 years34.6750.8668%
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