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JVMRX vs MDRFX
JVMRX vs MDRFX Comparison
Open Charts JVMRX vs MDRFX
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.46B
BlackRock Mid-Cap Value Investor A
Price$21.34
Change-$0.29 (-1.34%)
VolumeN/A
Net Assets935.14M
JVMRX vs MDRFX Comparison Chart
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JVMRX vs. MDRFX commentary
Jun 15, 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: 21.5B vs. MDRFX (935M). MDRFX pays higher dividends than JVMRX: MDRFX (1.67) vs JVMRX (0.91). 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 : -1.79 vs. JVMRX (-2.76). JVMRX return over 5 years is better than : 52.66 vs. MDRFX (48.15).
| 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 | 2.524 | 2.399 | 105% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 935M | 2,299% |
| Annual Yield % from dividends | 0.91 | 1.67 | 55% |
| Returns for 1 year | -2.76 | -1.79 | 154% |
| Returns for 3 years | 17.06 | 13.17 | 130% |
| Returns for 5 years | 52.66 | 48.15 | 109% |
| Returns for 10 years | 37.73 | 6.99 | 540% |
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