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JVMAX vs MCMVX
JVMAX vs MCMVX Comparison
Open Charts JVMAX vs MCMVX
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.44B
Monongahela All Cap Value
Price$17.65
Change+$0.17 (+0.97%)
VolumeN/A
Net Assets30.86M
JVMAX vs MCMVX Comparison Chart
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JVMAX vs. MCMVX commentary
Apr 18, 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 StrongBuy and MCMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.4B vs. MCMVX (30.9M). MCMVX pays higher dividends than JVMAX: MCMVX (1.08) vs JVMAX (0.61). JVMAX was incepted earlier than MCMVX: JVMAX (28 years) vs MCMVX (12 years). MCMVX (1.77) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. MCMVX (37.00). JVMAX has a lower initial minimum investment than MCMVX: JVMAX (1000) vs MCMVX (5000). MCMVX annual gain was more profitable for investors over the last year : -7.27 vs. JVMAX (-11.24). MCMVX return over 5 years is better than : 53.17 vs. JVMAX (47.12).
| JVMAX | MCMVX | JVMAX / MCMVX | |
| Total Expense Ratio | 1.12 | 0.85 | 132% |
| Annual Report Gross Expense Ratio | 1.13 | 1.77 | 64% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | -7.514 | -12.337 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 30.9M | 62,783% |
| Annual Yield % from dividends | 0.61 | 1.08 | 57% |
| Returns for 1 year | -11.24 | -7.27 | 155% |
| Returns for 3 years | -8.00 | -1.21 | 659% |
| Returns for 5 years | 47.12 | 53.17 | 89% |
| Returns for 10 years | 20.65 | 67.94 | 30% |
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