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JVMSX vs MCVRX
JVMSX vs MCVRX Comparison
Open Charts JVMSX vs MCVRX
JHancock Disciplined Value Mid Cap R2
Price$25.27
Change-$1.49 (-5.57%)
VolumeN/A
Net Assets21.35B
JVMSX vs MCVRX Comparison Chart
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JVMSX vs. MCVRX 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 MCVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.4B vs. MCVRX (16.9B). MCVRX pays higher dividends than JVMSX: MCVRX (0.65) vs JVMSX (0.45). JVMSX was incepted earlier than MCVRX: JVMSX (13 years) vs MCVRX (21 years). JVMSX (1.26) and MCVRX (1.25) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 47.00 vs. MCVRX (27.00). JVMSX (0) and MCVRX (0) have matching initial minimum investment requirements. MCVRX annual gain was more profitable for investors over the last year : -5.05 vs. JVMSX (-8.36). MCVRX return over 5 years is better than : 95.85 vs. JVMSX (87.70).
| JVMSX | MCVRX | JVMSX / MCVRX | |
| Total Expense Ratio | 1.25 | 1.24 | 101% |
| Annual Report Gross Expense Ratio | 1.26 | 1.25 | 101% |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | -0.186 | -1.442 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 16.9B | 127% |
| Annual Yield % from dividends | 0.45 | 0.65 | 69% |
| Returns for 1 year | -8.36 | -5.05 | 165% |
| Returns for 3 years | -1.41 | 0.92 | -153% |
| Returns for 5 years | 87.70 | 95.85 | 91% |
| Returns for 10 years | 30.55 | 53.22 | 57% |
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