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JVMRX vs MARFX
JVMRX vs MARFX Comparison
Open Charts JVMRX vs MARFX
JHancock Disciplined Value Mid Cap R6
Price$29.15
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets23.07B
BlackRock Mid-Cap Value Institutional
Price$23.27
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets946.97M
JVMRX vs MARFX Comparison Chart in %
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JVMRX vs. MARFX commentary
Aug 06, 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: 23.1B vs. MARFX (947M). MARFX pays higher dividends than JVMRX: MARFX (1.65) vs JVMRX (0.86). JVMRX was incepted earlier than MARFX: JVMRX (14 years) vs MARFX (31 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). JVMRX annual gain was more profitable for investors over the last year : 4.52 vs. MARFX (3.82). JVMRX (54.12) and MARFX (53.31) 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 | 31 years | - |
| Gain YTD | 8.241 | 4.381 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 947M | 2,439% |
| Annual Yield % from dividends | 0.86 | 1.65 | 52% |
| Returns for 1 year | 4.52 | 3.82 | 118% |
| Returns for 3 years | 16.88 | 16.16 | 104% |
| Returns for 5 years | 54.12 | 53.31 | 102% |
| Returns for 10 years | 47.37 | 24.03 | 197% |
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