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JVMAX vs MVEIX
JVMAX vs MVEIX Comparison
Open Charts JVMAX vs MVEIX
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.32B
Monteagle Select Value I
Price$11.49
Change+$0.07 (+0.61%)
VolumeN/A
Net Assets17.58M
JVMAX vs MVEIX Comparison Chart in %
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JVMAX vs. MVEIX commentary
Sep 09, 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 JVMAX is a Buy and MVEIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. MVEIX (17.6M). MVEIX pays higher dividends than JVMAX: MVEIX (0.96) vs JVMAX (0.55). JVMAX was incepted earlier than MVEIX: JVMAX (28 years) vs MVEIX (27 years). MVEIX (1.47) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. MVEIX (31.00). JVMAX has a lower initial minimum investment than MVEIX: JVMAX (1000) vs MVEIX (10000). JVMAX annual gain was more profitable for investors over the last year : 2.01 vs. MVEIX (0.80). JVMAX return over 5 years is better than : 51.61 vs. MVEIX (13.72).
| JVMAX | MVEIX | JVMAX / MVEIX | |
| Total Expense Ratio | 1.10 | 1.47 | 75% |
| Annual Report Gross Expense Ratio | 1.11 | 1.47 | 76% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 11.802 | 10.496 | 112% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 17.6M | 138,068% |
| Annual Yield % from dividends | 0.55 | 0.96 | 58% |
| Returns for 1 year | 2.01 | 0.80 | 252% |
| Returns for 3 years | 23.09 | 17.28 | 134% |
| Returns for 5 years | 51.61 | 13.72 | 376% |
| Returns for 10 years | 52.52 | -20.48 | -256% |
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