Ad is loading...
JVMAX vs MVEIX
JVMAX vs MVEIX Comparison
Open Charts JVMAX vs MVEIX
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.24B
Monteagle Select Value I
Price$9.66
Change+$0.14 (+1.47%)
VolumeN/A
Net Assets14.51M
JVMAX vs MVEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. MVEIX commentary
Apr 12, 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 MVEIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.2B vs. MVEIX (14.5M). MVEIX pays higher dividends than JVMAX: MVEIX (0.96) vs JVMAX (0.61). JVMAX was incepted earlier than MVEIX: JVMAX (28 years) vs MVEIX (27 years). MVEIX (1.47) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. MVEIX (31.00). JVMAX has a lower initial minimum investment than MVEIX: JVMAX (1000) vs MVEIX (10000). MVEIX annual gain was more profitable for investors over the last year : -12.46 vs. JVMAX (-15.78). JVMAX return over 5 years is better than : 41.84 vs. MVEIX (18.12).
| JVMAX | MVEIX | JVMAX / MVEIX | |
| Total Expense Ratio | 1.12 | 1.47 | 76% |
| Annual Report Gross Expense Ratio | 1.13 | 1.47 | 77% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | -9.677 | -8.681 | 111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 14.5M | 132,414% |
| Annual Yield % from dividends | 0.61 | 0.96 | 64% |
| Returns for 1 year | -15.78 | -12.46 | 127% |
| Returns for 3 years | -9.52 | -9.83 | 97% |
| Returns for 5 years | 41.84 | 18.12 | 231% |
| Returns for 10 years | 16.95 | -41.69 | -41% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers