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JVMAX vs MCMVX
JVMAX vs MCMVX Comparison
Open Charts JVMAX vs MCMVX
JHancock Disciplined Value Mid Cap A
Price$24.46
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets20.74B
Monongahela All Cap Value
Price$18.93
Change-$0.19 (-0.99%)
VolumeN/A
Net Assets33.68M
JVMAX vs MCMVX Comparison Chart
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JVMAX vs. MCMVX commentary
Mar 13, 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: 20.7B vs. MCMVX (33.7M). MCMVX pays higher dividends than JVMAX: MCMVX (1.03) vs JVMAX (0.59). 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 : 0.74 vs. JVMAX (-9.53). MCMVX return over 5 years is better than : 88.50 vs. JVMAX (68.15).
| 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 | -2.754 | -4.112 | 67% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7B | 33.7M | 61,424% |
| Annual Yield % from dividends | 0.59 | 1.03 | 58% |
| Returns for 1 year | -9.53 | 0.74 | -1,286% |
| Returns for 3 years | -0.54 | 11.24 | -5% |
| Returns for 5 years | 68.15 | 88.50 | 77% |
| Returns for 10 years | 28.32 | 86.68 | 33% |
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