JVMAX
Price
$25.39
Change
+$0.30 (+1.20%)
Updated
Apr 2 closing price
Net Assets
21.11B
MVCGX
Price
$27.21
Change
+$0.32 (+1.19%)
Updated
Apr 2 closing price
Net Assets
16.77B
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JVMAX vs MVCGX

Header iconJVMAX vs MVCGX Comparison
Open Charts JVMAX vs MVCGXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$25.39
Change+$0.30 (+1.20%)
VolumeN/A
Net Assets21.11B
MFS Mid Cap Value R1
Price$27.21
Change+$0.32 (+1.19%)
VolumeN/A
Net Assets16.77B
JVMAX vs MVCGX Comparison Chart
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JVMAX vs. MVCGX commentary
Apr 03, 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 Buy and MVCGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.1B vs. MVCGX (16.8B). JVMAX pays higher dividends than MVCGX: JVMAX (0.61) vs MVCGX (0.17). JVMAX was incepted earlier than MVCGX: JVMAX (28 years) vs MVCGX (20 years). MVCGX (1.75) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. MVCGX (27.00). MVCGX has a lower initial minimum investment than JVMAX: MVCGX (0) vs JVMAX (1000). MVCGX annual gain was more profitable for investors over the last year : -5.92 vs. JVMAX (-9.43). MVCGX return over 5 years is better than : 88.42 vs. JVMAX (84.10).
JVMAXMVCGXJVMAX / MVCGX
Total Expense Ratio1.121.7464%
Annual Report Gross Expense Ratio1.131.7565%
Fund Existence28 years20 years-
Gain YTD-1.298-1.55683%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.1B16.8B126%
Annual Yield % from dividends0.610.17355%
Returns for 1 year-9.43-5.92159%
Returns for 3 years-3.39-2.03167%
Returns for 5 years84.1088.4295%
Returns for 10 years28.1243.8964%
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