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JVMRX vs MCMVX
JVMRX vs MCMVX Comparison
Open Charts JVMRX vs MCMVX
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
Monongahela All Cap Value
Price$21.15
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets37.17M
JVMRX vs MCMVX Comparison Chart in %
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JVMRX vs. MCMVX commentary
Aug 29, 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: 24B vs. MCMVX (37.2M). MCMVX pays higher dividends than JVMRX: MCMVX (1.00) vs JVMRX (0.86). 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 : 3.96 vs. JVMRX (0.90). MCMVX (55.67) and JVMRX (53.09) 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 | 11.507 | 6.068 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 37.2M | 64,516% |
| Annual Yield % from dividends | 0.86 | 1.00 | 87% |
| Returns for 1 year | 0.90 | 3.96 | 23% |
| Returns for 3 years | 20.98 | 25.28 | 83% |
| Returns for 5 years | 53.09 | 55.67 | 95% |
| Returns for 10 years | 58.84 | 120.66 | 49% |
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