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JVMIX vs MARFX
JVMIX vs MARFX Comparison
Open Charts JVMIX vs MARFX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
BlackRock Mid-Cap Value Institutional
Price$24.22
Change-$0.09 (-0.37%)
VolumeN/A
CapitalizationN/A
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JVMIX vs MARFX Comparison Chart
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JVMIX vs. MARFX commentary
Sep 21, 2024
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 Buy and MARFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. MARFX (1.07B). MARFX pays higher dividends than JVMIX: MARFX (1.55) vs JVMIX (0.84). JVMIX was incepted earlier than MARFX: JVMIX (27 years) vs MARFX (30 years). MARFX is a more actively managed with annual turnover of: 91.00 vs. JVMIX (41.00). JVMIX has a lower initial minimum investment than MARFX: JVMIX (250000) vs MARFX (2000000). JVMIX annual gain was more profitable for investors over the last year : 19.46 vs. MARFX (16.21). JVMIX return over 5 years is better than : 44.34 vs. MARFX (39.88).
| JVMIX | MARFX | JVMIX / MARFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 30 years | - |
| Gain YTD | 11.144 | 8.449 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.07B | 2,185% |
| Annual Yield % from dividends | 0.84 | 1.55 | 54% |
| Returns for 1 year | 19.46 | 16.21 | 120% |
| Returns for 3 years | 13.73 | 11.91 | 115% |
| Returns for 5 years | 44.34 | 39.88 | 111% |
| Returns for 10 years | 64.87 | 11.36 | 571% |