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JVMRX vs MDRFX
JVMRX vs MDRFX Comparison
Open Charts JVMRX vs MDRFX
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
BlackRock Mid-Cap Value Investor A
Price$21.16
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets996.55M
JVMRX vs MDRFX Comparison Chart
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JVMRX vs. MDRFX commentary
Jan 19, 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 Hold and MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. MDRFX (997M). MDRFX pays higher dividends than JVMRX: MDRFX (1.43) vs JVMRX (0.93). JVMRX was incepted earlier than MDRFX: JVMRX (13 years) vs MDRFX (30 years). MDRFX is a more actively managed with annual turnover of: 91.00 vs. JVMRX (41.00). 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 : 5.82 vs. MDRFX (4.73). JVMRX return over 5 years is better than : 26.86 vs. MDRFX (22.05).
| JVMRX | MDRFX | JVMRX / MDRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 30 years | - |
| Gain YTD | 3.786 | 1.536 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 997M | 2,317% |
| Annual Yield % from dividends | 0.93 | 1.43 | 65% |
| Returns for 1 year | 5.82 | 4.73 | 123% |
| Returns for 3 years | 1.65 | 1.15 | 144% |
| Returns for 5 years | 26.86 | 22.05 | 122% |
| Returns for 10 years | 49.19 | 13.47 | 365% |
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