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JVMRX vs MCMVX
JVMRX vs MCMVX Comparison
Open Charts JVMRX vs MCMVX
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
Monongahela All Cap Value
Price$18.63
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets32.91M
JVMRX vs MCMVX Comparison Chart
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JVMRX vs. MCMVX commentary
May 12, 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: 20.9B vs. MCMVX (32.9M). MCMVX pays higher dividends than JVMRX: MCMVX (1.12) vs JVMRX (0.96). 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: 47.00 vs. MCMVX (37.00). 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 : -5.06 vs. JVMRX (-7.52). MCMVX (56.34) and JVMRX (55.51) 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 | -0.965 | -6.570 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 32.9M | 63,526% |
| Annual Yield % from dividends | 0.96 | 1.12 | 86% |
| Returns for 1 year | -7.52 | -5.06 | 149% |
| Returns for 3 years | 7.37 | 11.81 | 62% |
| Returns for 5 years | 55.51 | 56.34 | 99% |
| Returns for 10 years | 34.25 | 82.52 | 42% |
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