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JVMTX vs MXMVX
JVMTX vs MXMVX Comparison
Open Charts JVMTX vs MXMVX
JHancock Disciplined Value Mid Cap R4
Price$25.39
Change-$1.50 (-5.58%)
VolumeN/A
Net Assets21.35B
Empower Mid Cap Value I
Price$12.76
Change-$0.78 (-5.76%)
VolumeN/A
Net Assets871.58M
JVMTX vs MXMVX Comparison Chart
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JVMTX vs. MXMVX commentary
Apr 04, 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 Hold and MXMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.4B vs. MXMVX (872M). MXMVX pays higher dividends than JVMTX: MXMVX (8.04) vs JVMTX (0.69). JVMTX was incepted earlier than MXMVX: JVMTX (12 years) vs MXMVX (17 years). MXMVX (1.24) is less costly to investors than JVMTX (1.11). MXMVX is a more actively managed with annual turnover of: 217.00 vs. JVMTX (47.00). JVMTX (0) and MXMVX (0) have matching initial minimum investment requirements. MXMVX annual gain was more profitable for investors over the last year : 4.73 vs. JVMTX (-8.06). MXMVX return over 5 years is better than : 126.37 vs. JVMTX (89.43).
| JVMTX | MXMVX | JVMTX / MXMVX | |
| Total Expense Ratio | 1.00 | 1.15 | 87% |
| Annual Report Gross Expense Ratio | 1.11 | 1.24 | 90% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | -0.074 | -1.670 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 872M | 2,454% |
| Annual Yield % from dividends | 0.69 | 8.04 | 9% |
| Returns for 1 year | -8.06 | 4.73 | -170% |
| Returns for 3 years | -0.83 | 11.83 | -7% |
| Returns for 5 years | 89.43 | 126.37 | 71% |
| Returns for 10 years | 32.75 | 72.34 | 45% |
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