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JVMCX vs MCMVX
JVMCX vs MCMVX Comparison
Open Charts JVMCX vs MCMVX
JHancock Disciplined Value Mid Cap C
Price$27.01
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
Monongahela All Cap Value
Price$20.75
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets36.82M
JVMCX vs MCMVX Comparison Chart in %
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JVMCX vs. MCMVX commentary
Nov 20, 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 JVMCX is a Hold and MCMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. MCMVX (36.8M). MCMVX pays higher dividends than JVMCX: MCMVX (0.96) vs JVMCX (0.00). JVMCX was incepted earlier than MCMVX: JVMCX (14 years) vs MCMVX (12 years). JVMCX (1.86) is less costly to investors than MCMVX (1.70). JVMCX is a more actively managed with annual turnover of: 49.00 vs. MCMVX (23.00). JVMCX has a lower initial minimum investment than MCMVX: JVMCX (1000) vs MCMVX (5000). MCMVX annual gain was more profitable for investors over the last year : -1.18 vs. JVMCX (-7.96). MCMVX return over 5 years is better than : 37.44 vs. JVMCX (26.91).
| JVMCX | MCMVX | JVMCX / MCMVX | |
| Total Expense Ratio | 1.85 | 0.85 | 218% |
| Annual Report Gross Expense Ratio | 1.86 | 1.70 | 109% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 6.877 | 4.062 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 36.8M | 63,859% |
| Annual Yield % from dividends | 0.00 | 0.96 | - |
| Returns for 1 year | -7.96 | -1.18 | 674% |
| Returns for 3 years | 9.36 | 21.88 | 43% |
| Returns for 5 years | 26.91 | 37.44 | 72% |
| Returns for 10 years | 32.70 | 112.22 | 29% |
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