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JVMAX vs MVCGX
JVMAX vs MVCGX Comparison
Open Charts JVMAX vs MVCGX
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
JVMAX vs MVCGX Comparison Chart
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JVMAX vs. MVCGX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.8B vs. MVCGX (15.8B). 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 : -10.48 vs. JVMAX (-11.62). MVCGX (52.50) and JVMAX (50.79) have equivalent 5 years return.
| JVMAX | MVCGX | JVMAX / MVCGX | |
| Total Expense Ratio | 1.12 | 1.74 | 64% |
| Annual Report Gross Expense Ratio | 1.13 | 1.75 | 65% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | -6.491 | -8.394 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 15.8B | 125% |
| Annual Yield % from dividends | 0.61 | 0.17 | 355% |
| Returns for 1 year | -11.62 | -10.48 | 111% |
| Returns for 3 years | -5.75 | -6.27 | 92% |
| Returns for 5 years | 50.79 | 52.50 | 97% |
| Returns for 10 years | 20.78 | 33.62 | 62% |
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