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JVMRX vs MARFX
JVMRX vs MARFX Comparison
Open Charts JVMRX vs MARFX
JHancock Disciplined Value Mid Cap R6
Price$28.70
Change-$0.47 (-1.61%)
VolumeN/A
Net Assets22.6B
BlackRock Mid-Cap Value Institutional
Price$23.60
Change-$0.30 (-1.26%)
VolumeN/A
Net Assets968.75M
JVMRX vs MARFX Comparison Chart in %
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JVMRX vs. MARFX commentary
Jul 17, 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 JVMRX is a Buy and MARFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. MARFX (969M). MARFX pays higher dividends than JVMRX: MARFX (1.72) vs JVMRX (0.88). JVMRX was incepted earlier than MARFX: JVMRX (14 years) vs MARFX (30 years). MARFX (0.83) is less costly to investors than JVMRX (0.76). MARFX is a more actively managed with annual turnover of: 62.00 vs. JVMRX (49.00). JVMRX has a lower initial minimum investment than MARFX: JVMRX (1000000) vs MARFX (2000000). MARFX annual gain was more profitable for investors over the last year : 0.72 vs. JVMRX (0.21). JVMRX (58.25) and MARFX (57.10) have equivalent 5 years return.
| JVMRX | MARFX | JVMRX / MARFX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.76 | 0.83 | 92% |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | 8.278 | 6.696 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 969M | 2,332% |
| Annual Yield % from dividends | 0.88 | 1.72 | 51% |
| Returns for 1 year | 0.21 | 0.72 | 30% |
| Returns for 3 years | 24.51 | 27.21 | 90% |
| Returns for 5 years | 58.25 | 57.10 | 102% |
| Returns for 10 years | 47.21 | 26.37 | 179% |
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