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JVMRX vs MDRFX
JVMRX vs MDRFX Comparison
Open Charts JVMRX vs MDRFX
JHancock Disciplined Value Mid Cap R6
Price$30.08
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets24.11B
BlackRock Mid-Cap Value Investor A
Price$22.67
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets979.02M
JVMRX vs MDRFX Comparison Chart in %
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JVMRX vs. MDRFX commentary
Oct 10, 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: 24.1B vs. MDRFX (979M). MDRFX pays higher dividends than JVMRX: MDRFX (1.47) vs JVMRX (0.84). JVMRX was incepted earlier than MDRFX: JVMRX (14 years) vs MDRFX (31 years). MDRFX (1.10) is less costly to investors than JVMRX (0.75). MDRFX is a more actively managed with annual turnover of: 62.00 vs. JVMRX (49.00). 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 : 1.60 vs. JVMRX (-0.95). JVMRX (49.17) and MDRFX (47.98) have equivalent 5 years return.
| JVMRX | MDRFX | JVMRX / MDRFX | |
| Total Expense Ratio | 0.74 | 1.00 | 74% |
| Annual Report Gross Expense Ratio | 0.75 | 1.10 | 68% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 11.136 | 9.355 | 119% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 979M | 2,462% |
| Annual Yield % from dividends | 0.84 | 1.47 | 57% |
| Returns for 1 year | -0.95 | 1.60 | -59% |
| Returns for 3 years | 29.92 | 30.95 | 97% |
| Returns for 5 years | 49.17 | 47.98 | 102% |
| Returns for 10 years | 54.96 | 24.99 | 220% |
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