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JVMRX vs MARFX
JVMRX vs MARFX Comparison
Open Charts JVMRX vs MARFX
JHancock Disciplined Value Mid Cap R6
Price$27.65
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets21.57B
BlackRock Mid-Cap Value Institutional
Price$22.64
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets920.17M
JVMRX vs MARFX Comparison Chart
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JVMRX vs. MARFX commentary
May 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.6B vs. MARFX (920M). MARFX pays higher dividends than JVMRX: MARFX (1.85) vs JVMRX (0.96). 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). JVMRX (-4.21) and MARFX (-4.23) have marching annual gain over last year. JVMRX (70.93) and MARFX (70.65) 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 | 2.301 | 1.161 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6B | 920M | 2,348% |
| Annual Yield % from dividends | 0.96 | 1.85 | 52% |
| Returns for 1 year | -4.21 | -4.23 | 100% |
| Returns for 3 years | 9.48 | 7.31 | 130% |
| Returns for 5 years | 70.93 | 70.65 | 100% |
| Returns for 10 years | 36.78 | 11.13 | 330% |
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