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JVMIX vs MDRFX
JVMIX vs MDRFX Comparison
Open Charts JVMIX vs MDRFX
JHancock Disciplined Value Mid Cap I
Price$30.07
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets24.11B
BlackRock Mid-Cap Value Investor A
Price$22.67
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets979.02M
JVMIX vs MDRFX Comparison Chart in %
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JVMIX vs. MDRFX commentary
Oct 10, 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 MDRFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. MDRFX (979M). MDRFX pays higher dividends than JVMIX: MDRFX (1.47) vs JVMIX (0.74). JVMIX was incepted earlier than MDRFX: JVMIX (28 years) vs MDRFX (31 years). MDRFX (1.10) is less costly to investors than JVMIX (0.86). MDRFX is a more actively managed with annual turnover of: 62.00 vs. JVMIX (49.00). MDRFX has a lower initial minimum investment than JVMIX: MDRFX (1000) vs JVMIX (250000). MDRFX annual gain was more profitable for investors over the last year : 1.60 vs. JVMIX (-1.06). JVMIX (48.66) and MDRFX (47.98) have equivalent 5 years return.
| JVMIX | MDRFX | JVMIX / MDRFX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 0.86 | 1.10 | 78% |
| Fund Existence | 28 years | 31 years | - |
| Gain YTD | 11.058 | 9.355 | 118% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 979M | 2,462% |
| Annual Yield % from dividends | 0.74 | 1.47 | 50% |
| Returns for 1 year | -1.06 | 1.60 | -66% |
| Returns for 3 years | 29.66 | 30.95 | 96% |
| Returns for 5 years | 48.66 | 47.98 | 101% |
| Returns for 10 years | 54.03 | 24.99 | 216% |
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