Ad is loading...
Ad is loading...
JVMAX vs MCMVX
JVMAX vs MCMVX Comparison
Open Charts JVMAX vs MCMVX
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
Monongahela All Cap Value
Price$21.13
Change-$0.17 (-0.80%)
VolumeN/A
CapitalizationN/A
JVMAX vs MCMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. MCMVX commentary
Nov 18, 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 MCMVX is a Sell.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. MCMVX (34.4M). MCMVX pays higher dividends than JVMAX: MCMVX (1.48) vs JVMAX (0.67). JVMAX was incepted earlier than MCMVX: JVMAX (27 years) vs MCMVX (11 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. MCMVX (27.00). 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 : 24.59 vs. JVMAX (21.07). MCMVX return over 5 years is better than : 52.04 vs. JVMAX (42.69).
| JVMAX | MCMVX | JVMAX / MCMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 14.313 | 16.227 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 34.4M | 69,186% |
| Annual Yield % from dividends | 0.67 | 1.48 | 45% |
| Returns for 1 year | 21.07 | 24.59 | 86% |
| Returns for 3 years | 6.26 | 7.73 | 81% |
| Returns for 5 years | 42.69 | 52.04 | 82% |
| Returns for 10 years | 56.97 | 104.48 | 55% |