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JVMAX vs MCBVX
JVMAX vs MCBVX Comparison
Open Charts JVMAX vs MCBVX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
JVMAX vs MCBVX Comparison Chart
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JVMAX vs. MCBVX commentary
Apr 04, 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 Hold and MCBVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. MCBVX (16.9B). JVMAX pays higher dividends than MCBVX: JVMAX (0.61) vs MCBVX (0.00). JVMAX was incepted earlier than MCBVX: JVMAX (28 years) vs MCBVX (23 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. MCBVX annual gain was more profitable for investors over the last year : -5.87 vs. JVMAX (-8.70). MCBVX (88.76) and JVMAX (86.30) 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 | 23 years | - |
| Gain YTD | -0.118 | -1.570 | 8% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 16.9B | 127% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | -8.70 | -5.87 | 148% |
| Returns for 3 years | -2.01 | -1.57 | 128% |
| Returns for 5 years | 86.30 | 88.76 | 97% |
| Returns for 10 years | 28.82 | 43.47 | 66% |
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