Interact to see
Advertisement
Advertisement
JVMIX vs MARFX
JVMIX vs MARFX Comparison
Open Charts JVMIX vs MARFX
JHancock Disciplined Value Mid Cap I
Price$29.06
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
BlackRock Mid-Cap Value Institutional
Price$23.79
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets965.35M
JVMIX vs MARFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. MARFX 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 JVMIX is a Hold and MARFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. MARFX (965M). MARFX pays higher dividends than JVMIX: MARFX (1.58) vs JVMIX (0.75). JVMIX was incepted earlier than MARFX: JVMIX (28 years) vs MARFX (31 years). JVMIX (0.86) and MARFX (0.84) 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 : -1.83 vs. JVMIX (-7.00). MARFX return over 5 years is better than : 34.83 vs. JVMIX (31.58).
| JVMIX | MARFX | JVMIX / MARFX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 28 years | 31 years | - |
| Gain YTD | 7.607 | 6.805 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 965M | 2,425% |
| Annual Yield % from dividends | 0.75 | 1.58 | 48% |
| Returns for 1 year | -7.00 | -1.83 | 383% |
| Returns for 3 years | 12.51 | 17.91 | 70% |
| Returns for 5 years | 31.58 | 34.83 | 91% |
| Returns for 10 years | 44.83 | 30.93 | 145% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers