Ad is loading...
JVMTX vs MVCHX
JVMTX vs MVCHX Comparison
Open Charts JVMTX vs MVCHX
JHancock Disciplined Value Mid Cap R4
Price$26.63
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
JVMTX vs MVCHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. MVCHX commentary
May 11, 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 JVMTX is a Buy and MVCHX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.9B vs. MVCHX (16.5B). MVCHX pays higher dividends than JVMTX: MVCHX (0.93) vs JVMTX (0.71). JVMTX was incepted earlier than MVCHX: JVMTX (12 years) vs MVCHX (20 years). JVMTX (1.11) is less costly to investors than MVCHX (1.00). JVMTX is a more actively managed with annual turnover of: 47.00 vs. MVCHX (27.00). JVMTX (0) and MVCHX (0) have matching initial minimum investment requirements. JVMTX (-7.79) and MVCHX (-8.08) have marching annual gain over last year. MVCHX return over 5 years is better than : 60.58 vs. JVMTX (54.21).
| JVMTX | MVCHX | JVMTX / MVCHX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.11 | 1.00 | 111% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | -1.041 | -4.031 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 16.5B | 127% |
| Annual Yield % from dividends | 0.71 | 0.93 | 76% |
| Returns for 1 year | -7.79 | -8.08 | 96% |
| Returns for 3 years | 6.79 | 7.57 | 90% |
| Returns for 5 years | 54.21 | 60.58 | 89% |
| Returns for 10 years | 32.23 | 54.50 | 59% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DEM | 43.07 | 0.44 | +1.03% |
| WisdomTree Emerging Markets High Div ETF | |||
| PCK | 5.57 | 0.01 | +0.18% |
| PIMCO CALIFORNIA Municipal Income FUND II | |||
| IBHE | 23.18 | 0.01 | +0.04% |
| iShares iBonds 2025 Term HY and Inc ETF | |||
| HART | 29.55 | N/A | N/A |
| NYLI Healthy Hearts ETF | |||
| FITE | 66.30 | -0.44 | -0.66% |
| SPDR® S&P Kensho Future Security ETF | |||