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JVMIX vs MARFX
JVMIX vs MARFX Comparison
Open Charts JVMIX vs MARFX
JHancock Disciplined Value Mid Cap I
Price$30.26
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets24.36B
BlackRock Mid-Cap Value Institutional
Price$24.61
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets989.45M
JVMIX vs MARFX Comparison Chart in %
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JVMIX vs. MARFX commentary
Oct 06, 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 JVMIX is a Hold and MARFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. MARFX (989M). MARFX pays higher dividends than JVMIX: MARFX (1.58) vs JVMIX (0.74). JVMIX was incepted earlier than MARFX: JVMIX (28 years) vs MARFX (31 years). JVMIX (0.86) and MARFX (0.83) have similar cost to investors . MARFX is a more actively managed with annual turnover of: 62.00 vs. JVMIX (49.00). JVMIX has a lower initial minimum investment than MARFX: JVMIX (250000) vs MARFX (2000000). MARFX annual gain was more profitable for investors over the last year : 3.40 vs. JVMIX (0.03). MARFX return over 5 years is better than : 60.30 vs. JVMIX (57.08).
| JVMIX | MARFX | JVMIX / MARFX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.86 | 0.83 | 104% |
| Fund Existence | 28 years | 31 years | - |
| Gain YTD | 12.282 | 10.487 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 989M | 2,467% |
| Annual Yield % from dividends | 0.74 | 1.58 | 47% |
| Returns for 1 year | 0.03 | 3.40 | 1% |
| Returns for 3 years | 26.83 | 29.29 | 92% |
| Returns for 5 years | 57.08 | 60.30 | 95% |
| Returns for 10 years | 59.02 | 36.44 | 162% |
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