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JVMRX vs MDRFX
JVMRX vs MDRFX Comparison
Open Charts JVMRX vs MDRFX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
BlackRock Mid-Cap Value Investor A
Price$22.37
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets978.47M
JVMRX vs MDRFX Comparison Chart in %
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JVMRX vs. MDRFX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. MDRFX (978M). MDRFX pays higher dividends than JVMRX: MDRFX (1.61) vs JVMRX (0.88). 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 (49.00). 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 : 3.59 vs. MDRFX (3.32). JVMRX return over 5 years is better than : 63.32 vs. MDRFX (57.88).
| 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 | 8.500 | 7.342 | 116% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 978M | 2,311% |
| Annual Yield % from dividends | 0.88 | 1.61 | 55% |
| Returns for 1 year | 3.59 | 3.32 | 108% |
| Returns for 3 years | 24.14 | 18.64 | 130% |
| Returns for 5 years | 63.32 | 57.88 | 109% |
| Returns for 10 years | 49.30 | 15.82 | 312% |
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