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JVMTX vs MCMVX
JVMTX vs MCMVX Comparison
Open Charts JVMTX vs MCMVX
JHancock Disciplined Value Mid Cap R4
Price$30.90
Change-$0.36 (-1.15%)
VolumeN/A
CapitalizationN/A
Monongahela All Cap Value
Price$20.94
Change-$0.19 (-0.90%)
VolumeN/A
CapitalizationN/A
JVMTX vs MCMVX Comparison Chart
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JVMTX vs. MCMVX commentary
Dec 19, 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 Hold and MCMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B vs. MCMVX (36M). MCMVX pays higher dividends than JVMTX: MCMVX (1.48) vs JVMTX (0.73). JVMTX was incepted earlier than MCMVX: JVMTX (11 years) vs MCMVX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. MCMVX (27.00). JVMTX has a lower initial minimum investment than MCMVX: JVMTX (0) vs MCMVX (5000). MCMVX annual gain was more profitable for investors over the last year : 16.63 vs. JVMTX (11.00). MCMVX return over 5 years is better than : 49.19 vs. JVMTX (41.32).
| JVMTX | MCMVX | JVMTX / MCMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 13.021 | 15.182 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 36M | 65,833% |
| Annual Yield % from dividends | 0.73 | 1.48 | 49% |
| Returns for 1 year | 11.00 | 16.63 | 66% |
| Returns for 3 years | 17.45 | 17.25 | 101% |
| Returns for 5 years | 41.32 | 49.19 | 84% |
| Returns for 10 years | 59.48 | 104.03 | 57% |
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