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JVMRX vs MCMVX
JVMRX vs MCMVX Comparison
Open Charts JVMRX vs MCMVX
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets23.06B
Monongahela All Cap Value
Price$20.60
Change-$0.08 (-0.39%)
VolumeN/A
Net Assets36.62M
JVMRX vs MCMVX Comparison Chart in %
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JVMRX vs. MCMVX commentary
Aug 07, 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: 23.1B vs. MCMVX (36.6M). 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 (0.76). 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 : 7.42 vs. JVMRX (3.71). MCMVX (52.67) and JVMRX (52.18) 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 | 8.203 | 3.310 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 36.6M | 63,115% |
| Annual Yield % from dividends | 0.86 | 1.00 | 87% |
| Returns for 1 year | 3.71 | 7.42 | 50% |
| Returns for 3 years | 16.84 | 20.93 | 80% |
| Returns for 5 years | 52.18 | 52.67 | 99% |
| Returns for 10 years | 47.32 | 104.10 | 45% |
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