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JVMAX vs MCRFX
JVMAX vs MCRFX Comparison
Open Charts JVMAX vs MCRFX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
BlackRock Mid-Cap Value Investor C
Price$13.57
Change-$0.66 (-4.64%)
VolumeN/A
Net Assets928.54M
JVMAX vs MCRFX Comparison Chart
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JVMAX vs. MCRFX commentary
Apr 05, 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 MCRFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. MCRFX (929M). MCRFX pays higher dividends than JVMAX: MCRFX (1.74) vs JVMAX (0.61). JVMAX was incepted earlier than MCRFX: JVMAX (28 years) vs MCRFX (30 years). MCRFX (1.89) is less costly to investors than JVMAX (1.13). MCRFX is a more actively managed with annual turnover of: 62.00 vs. JVMAX (47.00). JVMAX (1000) and MCRFX (1000) have matching initial minimum investment requirements. MCRFX annual gain was more profitable for investors over the last year : -7.98 vs. JVMAX (-8.70). JVMAX return over 5 years is better than : 86.30 vs. MCRFX (64.29).
| JVMAX | MCRFX | JVMAX / MCRFX | |
| Total Expense Ratio | 1.12 | 1.75 | 64% |
| Annual Report Gross Expense Ratio | 1.13 | 1.89 | 60% |
| Fund Existence | 28 years | 30 years | - |
| Gain YTD | -0.118 | 0.282 | -42% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 929M | 2,304% |
| Annual Yield % from dividends | 0.61 | 1.74 | 35% |
| Returns for 1 year | -8.70 | -7.98 | 109% |
| Returns for 3 years | -2.01 | -9.43 | 21% |
| Returns for 5 years | 86.30 | 64.29 | 134% |
| Returns for 10 years | 28.82 | -19.13 | -151% |
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