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JVMTX vs MARFX
JVMTX vs MARFX Comparison
Open Charts JVMTX vs MARFX
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
BlackRock Mid-Cap Value Institutional
Price$24.53
Change-$0.18 (-0.73%)
VolumeN/A
CapitalizationN/A
JVMTX vs MARFX Comparison Chart
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JVMTX vs. MARFX commentary
Nov 18, 2024
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 JVMTX is a Buy and MARFX is a StrongSell.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. MARFX (1.06B). MARFX pays higher dividends than JVMTX: MARFX (1.55) vs JVMTX (0.73). JVMTX was incepted earlier than MARFX: JVMTX (11 years) vs MARFX (30 years). MARFX is a more actively managed with annual turnover of: 91.00 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than MARFX: JVMTX (0) vs MARFX (2000000). JVMTX annual gain was more profitable for investors over the last year : 21.44 vs. MARFX (16.38). JVMTX return over 5 years is better than : 44.38 vs. MARFX (36.71).
| JVMTX | MARFX | JVMTX / MARFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 30 years | - |
| Gain YTD | 14.484 | 9.837 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.06B | 2,254% |
| Annual Yield % from dividends | 0.73 | 1.55 | 47% |
| Returns for 1 year | 21.44 | 16.38 | 131% |
| Returns for 3 years | 7.23 | 5.75 | 126% |
| Returns for 5 years | 44.38 | 36.71 | 121% |
| Returns for 10 years | 60.91 | 11.10 | 549% |
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