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JVMAX vs MDRFX
JVMAX vs MDRFX Comparison
Open Charts JVMAX vs MDRFX
JHancock Disciplined Value Mid Cap A
Price$26.59
Change+$0.24 (+0.91%)
VolumeN/A
Net Assets23.09B
BlackRock Mid-Cap Value Investor A
Price$21.57
Change+$0.25 (+1.17%)
VolumeN/A
Net Assets995.02M
JVMAX vs MDRFX Comparison Chart
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JVMAX vs. MDRFX commentary
Jan 31, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. MDRFX (995M). MDRFX pays higher dividends than JVMAX: MDRFX (1.43) vs JVMAX (0.67). JVMAX was incepted earlier than MDRFX: JVMAX (28 years) vs MDRFX (30 years). MDRFX is a more actively managed with annual turnover of: 91.00 vs. JVMAX (41.00). JVMAX (1000) and MDRFX (1000) have matching initial minimum investment requirements. MDRFX annual gain was more profitable for investors over the last year : 5.12 vs. JVMAX (3.68). MDRFX (29.90) and JVMAX (28.55) have equivalent 5 years return.
| JVMAX | MDRFX | JVMAX / MDRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 30 years | - |
| Gain YTD | 3.659 | 3.503 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 995M | 2,322% |
| Annual Yield % from dividends | 0.67 | 1.43 | 47% |
| Returns for 1 year | 3.68 | 5.12 | 72% |
| Returns for 3 years | 3.11 | 5.78 | 54% |
| Returns for 5 years | 28.55 | 29.90 | 95% |
| Returns for 10 years | 41.55 | 14.07 | 295% |
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