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JVMSX vs MXMVX
JVMSX vs MXMVX Comparison
Open Charts JVMSX vs MXMVX
JHancock Disciplined Value Mid Cap R2
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.4B
Empower Mid Cap Value I
Price$13.61
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets889.16M
JVMSX vs MXMVX Comparison Chart
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JVMSX vs. MXMVX commentary
Jun 03, 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 Buy and MXMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.4B vs. MXMVX (889M). MXMVX pays higher dividends than JVMSX: MXMVX (7.89) vs JVMSX (0.43). JVMSX was incepted earlier than MXMVX: JVMSX (13 years) vs MXMVX (17 years). JVMSX (1.26) is less costly to investors than MXMVX (1.13). MXMVX is a more actively managed with annual turnover of: 211.00 vs. JVMSX (47.00). JVMSX (0) and MXMVX (0) have matching initial minimum investment requirements. MXMVX annual gain was more profitable for investors over the last year : 6.81 vs. JVMSX (-4.22). MXMVX return over 5 years is better than : 80.27 vs. JVMSX (50.51).
| JVMSX | MXMVX | JVMSX / MXMVX | |
| Total Expense Ratio | 1.25 | 1.05 | 119% |
| Annual Report Gross Expense Ratio | 1.26 | 1.13 | 112% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 1.790 | -1.162 | -154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 889M | 2,407% |
| Annual Yield % from dividends | 0.43 | 7.89 | 5% |
| Returns for 1 year | -4.22 | 6.81 | -62% |
| Returns for 3 years | 4.74 | 18.05 | 26% |
| Returns for 5 years | 50.51 | 80.27 | 63% |
| Returns for 10 years | 32.38 | 74.77 | 43% |
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