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JVMIX vs MVEIX
JVMIX vs MVEIX Comparison
Open Charts JVMIX vs MVEIX
JHancock Disciplined Value Mid Cap I
Price$30.12
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets24.36B
Monteagle Select Value I
Price$11.85
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets18.09M
JVMIX vs MVEIX Comparison Chart in %
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JVMIX vs. MVEIX commentary
Oct 07, 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 MVEIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. MVEIX (18.1M). MVEIX pays higher dividends than JVMIX: MVEIX (0.91) vs JVMIX (0.74). JVMIX was incepted earlier than MVEIX: JVMIX (28 years) vs MVEIX (28 years). MVEIX (1.47) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. MVEIX (31.00). MVEIX has a lower initial minimum investment than JVMIX: MVEIX (10000) vs JVMIX (250000). MVEIX annual gain was more profitable for investors over the last year : 2.67 vs. JVMIX (-0.68). JVMIX return over 5 years is better than : 52.74 vs. MVEIX (16.77).
| JVMIX | MVEIX | JVMIX / MVEIX | |
| Total Expense Ratio | 0.85 | 1.47 | 58% |
| Annual Report Gross Expense Ratio | 0.86 | 1.47 | 59% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 12.282 | 13.702 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 10000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 18.1M | 134,807% |
| Annual Yield % from dividends | 0.74 | 0.91 | 81% |
| Returns for 1 year | -0.68 | 2.67 | -26% |
| Returns for 3 years | 31.09 | 27.69 | 112% |
| Returns for 5 years | 52.74 | 16.77 | 314% |
| Returns for 10 years | 55.73 | -19.38 | -288% |
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