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JVMIX vs MCRFX
JVMIX vs MCRFX Comparison
Open Charts JVMIX vs MCRFX
JHancock Disciplined Value Mid Cap I
Price$27.56
Change+$0.88 (+3.30%)
VolumeN/A
Net Assets20.89B
BlackRock Mid-Cap Value Investor C
Price$14.31
Change+$0.32 (+2.29%)
VolumeN/A
Net Assets900.31M
JVMIX vs MCRFX Comparison Chart
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JVMIX vs. MCRFX commentary
May 13, 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 Buy and MCRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.9B vs. MCRFX (900M). MCRFX pays higher dividends than JVMIX: MCRFX (1.78) vs JVMIX (0.85). JVMIX was incepted earlier than MCRFX: JVMIX (28 years) vs MCRFX (30 years). MCRFX (1.89) is less costly to investors than JVMIX (0.88). MCRFX is a more actively managed with annual turnover of: 62.00 vs. JVMIX (47.00). MCRFX has a lower initial minimum investment than JVMIX: MCRFX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -7.69 vs. MCRFX (-10.95). JVMIX return over 5 years is better than : 67.70 vs. MCRFX (44.10).
| JVMIX | MCRFX | JVMIX / MCRFX | |
| Total Expense Ratio | 0.87 | 1.75 | 50% |
| Annual Report Gross Expense Ratio | 0.88 | 1.89 | 47% |
| Fund Existence | 28 years | 30 years | - |
| Gain YTD | -1.002 | -1.409 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 900M | 2,322% |
| Annual Yield % from dividends | 0.85 | 1.78 | 48% |
| Returns for 1 year | -7.69 | -10.95 | 70% |
| Returns for 3 years | 5.77 | -4.78 | -121% |
| Returns for 5 years | 67.70 | 44.10 | 154% |
| Returns for 10 years | 31.61 | -20.74 | -152% |
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