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JVMRX vs MDRFX
JVMRX vs MDRFX Comparison
Open Charts JVMRX vs MDRFX
JHancock Disciplined Value Mid Cap R6
Price$29.16
Change+$0.37 (+1.29%)
VolumeN/A
Net Assets22.77B
BlackRock Mid-Cap Value Investor A
Price$21.58
Change+$0.21 (+0.98%)
VolumeN/A
Net Assets939.28M
JVMRX vs MDRFX Comparison Chart in %
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JVMRX vs. MDRFX commentary
Aug 05, 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: 22.8B vs. MDRFX (939M). MDRFX pays higher dividends than JVMRX: MDRFX (1.53) vs JVMRX (0.86). JVMRX was incepted earlier than MDRFX: JVMRX (14 years) vs MDRFX (31 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 : 0.62 vs. MDRFX (-0.49). JVMRX return over 5 years is better than : 52.00 vs. MDRFX (46.48).
| 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 | 31 years | - |
| Gain YTD | 6.867 | 3.084 | 223% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.8B | 939M | 2,428% |
| Annual Yield % from dividends | 0.86 | 1.53 | 56% |
| Returns for 1 year | 0.62 | -0.49 | -127% |
| Returns for 3 years | 15.40 | 13.25 | 116% |
| Returns for 5 years | 52.00 | 46.48 | 112% |
| Returns for 10 years | 45.50 | 16.33 | 279% |