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JVMRX vs MARFX
JVMRX vs MARFX Comparison
Open Charts JVMRX vs MARFX
JHancock Disciplined Value Mid Cap R6
Price$30.22
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.33B
BlackRock Mid-Cap Value Institutional
Price$24.75
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets996.24M
JVMRX vs MARFX Comparison Chart in %
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JVMRX vs. MARFX commentary
Oct 28, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. MARFX (996M). 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 (0.84) 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 : 3.44 vs. JVMRX (-0.42). MARFX (62.08) and JVMRX (59.84) have equivalent 5 years return.
| JVMRX | MARFX | JVMRX / MARFX | |
| Total Expense Ratio | 0.74 | 0.75 | 99% |
| Annual Report Gross Expense Ratio | 0.75 | 0.84 | 89% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 11.915 | 11.115 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 996M | 2,440% |
| Annual Yield % from dividends | 0.84 | 1.58 | 53% |
| Returns for 1 year | -0.42 | 3.44 | -12% |
| Returns for 3 years | 20.85 | 27.04 | 77% |
| Returns for 5 years | 59.84 | 62.08 | 96% |
| Returns for 10 years | 53.40 | 34.96 | 153% |
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