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JVMAX vs MCMVX
JVMAX vs MCMVX Comparison
Open Charts JVMAX vs MCMVX
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
Monongahela All Cap Value
Price$20.94
Change-$0.19 (-0.90%)
VolumeN/A
CapitalizationN/A
JVMAX vs MCMVX Comparison Chart
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JVMAX vs. MCMVX commentary
Dec 19, 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 Hold and MCMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. MCMVX (36M). MCMVX pays higher dividends than JVMAX: MCMVX (1.48) vs JVMAX (0.67). JVMAX was incepted earlier than MCMVX: JVMAX (28 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 : 16.63 vs. JVMAX (10.66). MCMVX return over 5 years is better than : 49.19 vs. JVMAX (39.81).
| JVMAX | MCMVX | JVMAX / MCMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 12.851 | 15.182 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 36M | 65,000% |
| Annual Yield % from dividends | 0.67 | 1.48 | 45% |
| Returns for 1 year | 10.66 | 16.63 | 64% |
| Returns for 3 years | 16.69 | 17.25 | 97% |
| Returns for 5 years | 39.81 | 49.19 | 81% |
| Returns for 10 years | 55.64 | 104.03 | 53% |
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