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JVMRX vs MDRFX
JVMRX vs MDRFX Comparison
Open Charts JVMRX vs MDRFX
JHancock Disciplined Value Mid Cap R6
Price$24.66
Change-$0.28 (-1.12%)
VolumeN/A
Net Assets19.66B
BlackRock Mid-Cap Value Investor A
Price$19.28
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets851.6M
JVMRX vs MDRFX Comparison Chart
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JVMRX vs. MDRFX commentary
Apr 18, 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 StrongBuy and MDRFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.7B vs. MDRFX (852M). MDRFX pays higher dividends than JVMRX: MDRFX (1.69) vs JVMRX (0.94). 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). MDRFX annual gain was more profitable for investors over the last year : -6.55 vs. JVMRX (-10.38). JVMRX (50.77) and MDRFX (50.22) have equivalent 5 years return.
| 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 | -7.424 | -6.574 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 852M | 2,312% |
| Annual Yield % from dividends | 0.94 | 1.69 | 56% |
| Returns for 1 year | -10.38 | -6.55 | 159% |
| Returns for 3 years | -6.40 | -8.65 | 74% |
| Returns for 5 years | 50.77 | 50.22 | 101% |
| Returns for 10 years | 26.22 | -1.59 | -1,654% |
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