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JVMRX vs MDRFX
JVMRX vs MDRFX Comparison
Open Charts JVMRX vs MDRFX
JHancock Disciplined Value Mid Cap R6
Price$27.14
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets21.19B
BlackRock Mid-Cap Value Investor A
Price$20.77
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets909.99M
JVMRX vs MDRFX Comparison Chart
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JVMRX vs. MDRFX commentary
May 25, 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 MDRFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.2B vs. MDRFX (910M). MDRFX pays higher dividends than JVMRX: MDRFX (1.73) vs JVMRX (0.96). JVMRX was incepted earlier than MDRFX: JVMRX (14 years) vs MDRFX (30 years). MDRFX (1.10) is less costly to investors than JVMRX (0.76). MDRFX is a more actively managed with annual turnover of: 62.00 vs. JVMRX (47.00). MDRFX has a lower initial minimum investment than JVMRX: MDRFX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -5.15 vs. MDRFX (-5.61). JVMRX return over 5 years is better than : 58.28 vs. MDRFX (53.86).
| JVMRX | MDRFX | JVMRX / MDRFX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 0.76 | 1.10 | 69% |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | 0.742 | -0.336 | -221% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 910M | 2,330% |
| Annual Yield % from dividends | 0.96 | 1.73 | 56% |
| Returns for 1 year | -5.15 | -5.61 | 92% |
| Returns for 3 years | 9.22 | 3.96 | 233% |
| Returns for 5 years | 58.28 | 53.86 | 108% |
| Returns for 10 years | 35.34 | 4.75 | 744% |
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