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JVMSX vs MCBVX
JVMSX vs MCBVX Comparison
Open Charts JVMSX vs MCBVX
JHancock Disciplined Value Mid Cap R2
Price$25.27
Change-$1.49 (-5.57%)
VolumeN/A
Net Assets21.35B
JVMSX vs MCBVX Comparison Chart
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JVMSX vs. MCBVX commentary
Apr 04, 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 JVMSX is a Hold and MCBVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.4B vs. MCBVX (16.9B). JVMSX pays higher dividends than MCBVX: JVMSX (0.45) vs MCBVX (0.00). JVMSX was incepted earlier than MCBVX: JVMSX (13 years) vs MCBVX (23 years). MCBVX (1.75) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. MCBVX (27.00). JVMSX has a lower initial minimum investment than MCBVX: JVMSX (0) vs MCBVX (1000). MCBVX annual gain was more profitable for investors over the last year : -5.87 vs. JVMSX (-8.36). MCBVX (88.76) and JVMSX (87.70) have equivalent 5 years return.
| JVMSX | MCBVX | JVMSX / MCBVX | |
| Total Expense Ratio | 1.25 | 1.74 | 72% |
| Annual Report Gross Expense Ratio | 1.26 | 1.75 | 72% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -0.186 | -1.570 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 16.9B | 127% |
| Annual Yield % from dividends | 0.45 | 0.00 | - |
| Returns for 1 year | -8.36 | -5.87 | 142% |
| Returns for 3 years | -1.41 | -1.57 | 90% |
| Returns for 5 years | 87.70 | 88.76 | 99% |
| Returns for 10 years | 30.55 | 43.47 | 70% |
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