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JVMIX vs MCBVX
JVMIX vs MCBVX Comparison
Open Charts JVMIX vs MCBVX
JHancock Disciplined Value Mid Cap I
Price$29.03
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
JVMIX vs MCBVX Comparison Chart in %
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JVMIX vs. MCBVX 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 MCBVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. MCBVX (16.4B). JVMIX pays higher dividends than MCBVX: JVMIX (0.75) vs MCBVX (0.00). JVMIX was incepted earlier than MCBVX: JVMIX (28 years) vs MCBVX (24 years). MCBVX (1.75) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. MCBVX (27.00). MCBVX has a lower initial minimum investment than JVMIX: MCBVX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -6.42 vs. MCBVX (-11.93). JVMIX return over 5 years is better than : 32.85 vs. MCBVX (26.90).
| JVMIX | MCBVX | JVMIX / MCBVX | |
| Total Expense Ratio | 0.85 | 1.74 | 49% |
| Annual Report Gross Expense Ratio | 0.86 | 1.75 | 49% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 7.829 | 0.907 | 863% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 16.4B | 143% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | -6.42 | -11.93 | 54% |
| Returns for 3 years | 12.74 | 6.96 | 183% |
| Returns for 5 years | 32.85 | 26.90 | 122% |
| Returns for 10 years | 45.13 | 53.39 | 85% |
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