Ad is loading...
JVMRX vs MCMVX
JVMRX vs MCMVX Comparison
Open Charts JVMRX vs MCMVX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Monongahela All Cap Value
Price$21.11
Change-$0.12 (-0.57%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JVMRX vs MCMVX Comparison Chart
Loading...
JVMRX vs. MCMVX commentary
Sep 21, 2024
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: 23.4B vs. MCMVX (34.2M). MCMVX pays higher dividends than JVMRX: MCMVX (1.48) vs JVMRX (0.93). JVMRX was incepted earlier than MCMVX: JVMRX (13 years) vs MCMVX (11 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. MCMVX (27.00). 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 : 24.98 vs. JVMRX (19.58). MCMVX return over 5 years is better than : 60.57 vs. JVMRX (44.82).
| JVMRX | MCMVX | JVMRX / MCMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 11.221 | 16.117 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 34.2M | 68,421% |
| Annual Yield % from dividends | 0.93 | 1.48 | 63% |
| Returns for 1 year | 19.58 | 24.98 | 78% |
| Returns for 3 years | 13.96 | 15.61 | 89% |
| Returns for 5 years | 44.82 | 60.57 | 74% |
| Returns for 10 years | 65.88 | 107.82 | 61% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSURX | 25.22 | 0.12 | +0.48% |
| Cohen & Steers Global Infrastructure R | |||
| TAGHX | 33.09 | N/A | N/A |
| Transamerica US Growth R6 | |||
| RGICX | 38.26 | -0.23 | -0.60% |
| American Funds Intl Gr and Inc R3 | |||
| PEVAX | 19.33 | -0.20 | -1.02% |
| PACE Small/Medium Co Value Equity A | |||
| PRCGX | 25.59 | -0.34 | -1.31% |
| Perritt MicroCap Opportunities Investor | |||