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JVMRX vs MCBVX
JVMRX vs MCBVX Comparison
Open Charts JVMRX vs MCBVX
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
JVMRX vs MCBVX Comparison Chart
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JVMRX vs. MCBVX commentary
Apr 04, 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 MCBVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. MCBVX (16.9B). JVMRX pays higher dividends than MCBVX: JVMRX (0.94) vs MCBVX (0.00). JVMRX was incepted earlier than MCBVX: JVMRX (14 years) vs MCBVX (23 years). MCBVX (1.75) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. MCBVX (27.00). MCBVX has a lower initial minimum investment than JVMRX: MCBVX (1000) vs JVMRX (1000000). MCBVX annual gain was more profitable for investors over the last year : -5.87 vs. JVMRX (-7.83). JVMRX (90.92) and MCBVX (88.76) have equivalent 5 years return.
| JVMRX | MCBVX | JVMRX / MCBVX | |
| Total Expense Ratio | 0.75 | 1.74 | 43% |
| Annual Report Gross Expense Ratio | 0.76 | 1.75 | 43% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -0.037 | -1.570 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 16.9B | 127% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | -7.83 | -5.87 | 133% |
| Returns for 3 years | -0.32 | -1.57 | 20% |
| Returns for 5 years | 90.92 | 88.76 | 102% |
| Returns for 10 years | 34.80 | 43.47 | 80% |
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