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JVMRX vs MCBVX
JVMRX vs MCBVX Comparison
Open Charts JVMRX vs MCBVX
JHancock Disciplined Value Mid Cap R6
Price$28.34
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
JVMRX vs MCBVX Comparison Chart in %
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JVMRX vs. MCBVX commentary
Jun 27, 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 MCBVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.7B vs. MCBVX (16.7B). JVMRX pays higher dividends than MCBVX: JVMRX (0.91) vs MCBVX (0.00). JVMRX was incepted earlier than MCBVX: JVMRX (14 years) vs MCBVX (24 years). MCBVX (1.75) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. MCBVX (27.00). MCBVX has a lower initial minimum investment than JVMRX: MCBVX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -0.45 vs. MCBVX (-3.93). JVMRX return over 5 years is better than : 62.32 vs. MCBVX (53.25).
| 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 | 24 years | - |
| Gain YTD | 4.195 | -1.186 | -354% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 16.7B | 130% |
| Annual Yield % from dividends | 0.91 | 0.00 | - |
| Returns for 1 year | -0.45 | -3.93 | 11% |
| Returns for 3 years | 17.41 | 10.17 | 171% |
| Returns for 5 years | 62.32 | 53.25 | 117% |
| Returns for 10 years | 43.93 | 46.68 | 94% |
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