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JVMRX vs MCMVX
JVMRX vs MCMVX Comparison
Open Charts JVMRX vs MCMVX
JHancock Disciplined Value Mid Cap R6
Price$29.71
Change-$0.37 (-1.23%)
VolumeN/A
Net Assets24.22B
Monongahela All Cap Value
Price$21.25
Change-$0.07 (-0.33%)
VolumeN/A
Net Assets37.56M
JVMRX vs MCMVX Comparison Chart in %
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JVMRX vs. MCMVX commentary
Oct 10, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. MCMVX (37.6M). MCMVX pays higher dividends than JVMRX: MCMVX (0.97) vs JVMRX (0.84). JVMRX was incepted earlier than MCMVX: JVMRX (14 years) vs MCMVX (12 years). MCMVX (1.77) is less costly to investors than JVMRX (0.75). 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 : 0.82 vs. JVMRX (-1.20). MCMVX (50.32) and JVMRX (49.87) have equivalent 5 years return.
| JVMRX | MCMVX | JVMRX / MCMVX | |
| Total Expense Ratio | 0.74 | 0.85 | 87% |
| Annual Report Gross Expense Ratio | 0.75 | 1.77 | 42% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 11.656 | 6.570 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 37.6M | 64,362% |
| Annual Yield % from dividends | 0.84 | 0.97 | 86% |
| Returns for 1 year | -1.20 | 0.82 | -146% |
| Returns for 3 years | 31.20 | 40.17 | 78% |
| Returns for 5 years | 49.87 | 50.32 | 99% |
| Returns for 10 years | 55.07 | 120.70 | 46% |
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