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JVMRX vs MARFX
JVMRX vs MARFX Comparison
Open Charts JVMRX vs MARFX
JHancock Disciplined Value Mid Cap R6
Price$30.27
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets24.36B
BlackRock Mid-Cap Value Institutional
Price$24.61
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets989.45M
JVMRX vs MARFX Comparison Chart in %
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JVMRX vs. MARFX commentary
Oct 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 Hold and MARFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. MARFX (989M). MARFX pays higher dividends than JVMRX: MARFX (1.58) vs JVMRX (0.84). JVMRX was incepted earlier than MARFX: JVMRX (14 years) vs MARFX (31 years). MARFX (0.83) is less costly to investors than JVMRX (0.75). 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 : 3.40 vs. JVMRX (0.14). MARFX (60.30) and JVMRX (57.63) have equivalent 5 years return.
| JVMRX | MARFX | JVMRX / MARFX | |
| Total Expense Ratio | 0.74 | 0.75 | 99% |
| Annual Report Gross Expense Ratio | 0.75 | 0.83 | 90% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 12.361 | 10.487 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 989M | 2,467% |
| Annual Yield % from dividends | 0.84 | 1.58 | 53% |
| Returns for 1 year | 0.14 | 3.40 | 4% |
| Returns for 3 years | 27.08 | 29.29 | 92% |
| Returns for 5 years | 57.63 | 60.30 | 96% |
| Returns for 10 years | 59.97 | 36.44 | 165% |