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JVMRX vs MCMVX
JVMRX vs MCMVX Comparison
Open Charts JVMRX vs MCMVX
JHancock Disciplined Value Mid Cap R6
Price$28.70
Change-$0.47 (-1.61%)
VolumeN/A
Net Assets22.6B
Monongahela All Cap Value
Price$20.37
Change-$0.31 (-1.50%)
VolumeN/A
Net Assets35.99M
JVMRX vs MCMVX Comparison Chart in %
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JVMRX vs. MCMVX commentary
Jul 17, 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 MCMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. MCMVX (36M). MCMVX pays higher dividends than JVMRX: MCMVX (1.02) vs JVMRX (0.88). JVMRX was incepted earlier than MCMVX: JVMRX (14 years) vs MCMVX (12 years). MCMVX (1.77) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. MCMVX (23.00). MCMVX has a lower initial minimum investment than JVMRX: MCMVX (5000) vs JVMRX (1000000). MCMVX annual gain was more profitable for investors over the last year : 2.57 vs. JVMRX (0.21). JVMRX (58.25) and MCMVX (55.82) have equivalent 5 years return.
| JVMRX | MCMVX | JVMRX / MCMVX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.76 | 1.77 | 43% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 8.278 | 2.156 | 384% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 36M | 62,778% |
| Annual Yield % from dividends | 0.88 | 1.02 | 86% |
| Returns for 1 year | 0.21 | 2.57 | 8% |
| Returns for 3 years | 24.51 | 26.84 | 91% |
| Returns for 5 years | 58.25 | 55.82 | 104% |
| Returns for 10 years | 47.21 | 99.06 | 48% |
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