JVMRX
Price
$25.43
Change
-$1.50 (-5.57%)
Updated
Apr 3 closing price
Net Assets
21.35B
MVCGX
Price
$25.70
Change
-$1.51 (-5.55%)
Updated
Apr 3 closing price
Net Assets
16.94B
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JVMRX vs MVCGX

Header iconJVMRX vs MVCGX Comparison
Open Charts JVMRX vs MVCGXBanner chart's image
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
MFS Mid Cap Value R1
Price$25.70
Change-$1.51 (-5.55%)
VolumeN/A
Net Assets16.94B
JVMRX vs MVCGX Comparison Chart
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JVMRX vs. MVCGX commentary
Apr 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 Hold and MVCGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. MVCGX (16.9B). JVMRX pays higher dividends than MVCGX: JVMRX (0.94) vs MVCGX (0.17). JVMRX was incepted earlier than MVCGX: JVMRX (14 years) vs MVCGX (20 years). MVCGX (1.75) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. MVCGX (27.00). MVCGX has a lower initial minimum investment than JVMRX: MVCGX (0) vs JVMRX (1000000). MVCGX annual gain was more profitable for investors over the last year : -6.18 vs. JVMRX (-7.83). JVMRX (90.92) and MVCGX (88.42) have equivalent 5 years return.
JVMRXMVCGXJVMRX / MVCGX
Total Expense Ratio0.751.7443%
Annual Report Gross Expense Ratio0.761.7543%
Fund Existence14 years20 years-
Gain YTD-0.037-1.5562%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.4B16.9B127%
Annual Yield % from dividends0.940.17543%
Returns for 1 year-7.83-6.18127%
Returns for 3 years-0.32-1.6120%
Returns for 5 years90.9288.42103%
Returns for 10 years34.8042.7981%
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