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JVMAX vs MDRFX
JVMAX vs MDRFX Comparison
Open Charts JVMAX vs MDRFX
JHancock Disciplined Value Mid Cap A
Price$23.24
Change-$0.27 (-1.15%)
VolumeN/A
Net Assets19.66B
BlackRock Mid-Cap Value Investor A
Price$19.28
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets851.6M
JVMAX vs MDRFX Comparison Chart
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JVMAX vs. MDRFX commentary
Apr 18, 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 MDRFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.7B vs. MDRFX (852M). MDRFX pays higher dividends than JVMAX: MDRFX (1.69) vs JVMAX (0.61). JVMAX was incepted earlier than MDRFX: JVMAX (28 years) vs MDRFX (30 years). JVMAX (1.13) and MDRFX (1.10) have similar cost to investors . MDRFX is a more actively managed with annual turnover of: 62.00 vs. JVMAX (47.00). MDRFX (5%) and JVMAX (5%) have equivalent initial investment costs. JVMAX (1000) and MDRFX (1000) have matching initial minimum investment requirements. MDRFX annual gain was more profitable for investors over the last year : -6.55 vs. JVMAX (-11.24). MDRFX return over 5 years is better than : 50.22 vs. JVMAX (47.12).
| JVMAX | MDRFX | JVMAX / MDRFX | |
| Total Expense Ratio | 1.12 | 1.00 | 112% |
| Annual Report Gross Expense Ratio | 1.13 | 1.10 | 103% |
| Fund Existence | 28 years | 30 years | - |
| Gain YTD | -7.514 | -6.574 | 114% |
| Front Load | 5% | 5% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 852M | 2,312% |
| Annual Yield % from dividends | 0.61 | 1.69 | 36% |
| Returns for 1 year | -11.24 | -6.55 | 172% |
| Returns for 3 years | -8.00 | -8.65 | 92% |
| Returns for 5 years | 47.12 | 50.22 | 94% |
| Returns for 10 years | 20.65 | -1.59 | -1,303% |
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