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JVMTX vs MCMVX
JVMTX vs MCMVX Comparison
Open Charts JVMTX vs MCMVX
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Monongahela All Cap Value
Price$21.13
Change-$0.17 (-0.80%)
VolumeN/A
CapitalizationN/A
JVMTX vs MCMVX Comparison Chart
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JVMTX vs. MCMVX 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 MCMVX is a Sell.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. MCMVX (34.4M). 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 : 24.59 vs. JVMTX (21.44). MCMVX return over 5 years is better than : 52.04 vs. JVMTX (44.38).
| 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 | 14.484 | 16.227 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 34.4M | 69,186% |
| Annual Yield % from dividends | 0.73 | 1.48 | 49% |
| Returns for 1 year | 21.44 | 24.59 | 87% |
| Returns for 3 years | 7.23 | 7.73 | 94% |
| Returns for 5 years | 44.38 | 52.04 | 85% |
| Returns for 10 years | 60.91 | 104.48 | 58% |
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