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JVMAX vs MCMVX
JVMAX vs MCMVX Comparison
Open Charts JVMAX vs MCMVX
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
Monongahela All Cap Value
Price$20.48
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets35.54M
JVMAX vs MCMVX Comparison Chart
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JVMAX vs. MCMVX commentary
Jan 19, 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 MCMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. MCMVX (35.5M). MCMVX pays higher dividends than JVMAX: MCMVX (1.48) vs JVMAX (0.67). JVMAX was incepted earlier than MCMVX: JVMAX (28 years) vs MCMVX (12 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 : 14.92 vs. JVMAX (4.82). MCMVX return over 5 years is better than : 44.20 vs. JVMAX (23.77).
| JVMAX | MCMVX | JVMAX / MCMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | 3.777 | 2.708 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 35.5M | 65,070% |
| Annual Yield % from dividends | 0.67 | 1.48 | 45% |
| Returns for 1 year | 4.82 | 14.92 | 32% |
| Returns for 3 years | -0.09 | 14.87 | -1% |
| Returns for 5 years | 23.77 | 44.20 | 54% |
| Returns for 10 years | 42.53 | 106.50 | 40% |
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