Ad is loading...
JVMRX vs MARFX
JVMRX vs MARFX Comparison
Open Charts JVMRX vs MARFX
JHancock Disciplined Value Mid Cap R6
Price$26.93
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets21.11B
BlackRock Mid-Cap Value Institutional
Price$22.51
Change+$0.22 (+0.99%)
VolumeN/A
Net Assets920.23M
JVMRX vs MARFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. MARFX commentary
Apr 03, 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: 21.1B vs. MARFX (920M). MARFX pays higher dividends than JVMRX: MARFX (1.81) vs JVMRX (0.94). 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 (47.00). 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 : -3.21 vs. JVMRX (-8.55). MARFX (93.00) and JVMRX (88.72) 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 | -1.188 | 0.491 | -242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 920M | 2,293% |
| Annual Yield % from dividends | 0.94 | 1.81 | 52% |
| Returns for 1 year | -8.55 | -3.21 | 266% |
| Returns for 3 years | -1.65 | -0.18 | 903% |
| Returns for 5 years | 88.72 | 93.00 | 95% |
| Returns for 10 years | 34.08 | 11.96 | 285% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PSC | 49.38 | 0.78 | +1.60% |
| Principal US Small Cap ETF | |||
| CGGO | 28.63 | 0.19 | +0.67% |
| Capital Group Global Growth Equity ETF | |||
| IVVM | 30.78 | 0.13 | +0.41% |
| iShares Large Cap Moderate Buffer ETF | |||
| IVVB | 29.44 | 0.08 | +0.27% |
| iShares Large Cap Deep Buffer ETF | |||
| GREI | 32.69 | N/A | N/A |
| Goldman Sachs Future Real Estate and Infrastructure Equity ETF | |||