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JVMAX vs MXKJX
JVMAX vs MXKJX Comparison
Open Charts JVMAX vs MXKJX
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
Empower Mid Cap Value Instl
Price$8.70
Change+$0.04 (+0.46%)
VolumeN/A
Net Assets1.02B
JVMAX vs MXKJX Comparison Chart in %
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JVMAX vs. MXKJX commentary
Jul 07, 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 StrongBuy and MXKJX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. MXKJX (1.02B). MXKJX pays higher dividends than JVMAX: MXKJX (12.55) vs JVMAX (0.58). JVMAX was incepted earlier than MXKJX: JVMAX (28 years) vs MXKJX (10 years). JVMAX (1.13) is less costly to investors than MXKJX (0.70). MXKJX is a more actively managed with annual turnover of: 211.00 vs. JVMAX (47.00). MXKJX has a lower initial minimum investment than JVMAX: MXKJX (0) vs JVMAX (1000). MXKJX annual gain was more profitable for investors over the last year : 12.21 vs. JVMAX (2.59). MXKJX return over 5 years is better than : 84.18 vs. JVMAX (59.32).
| JVMAX | MXKJX | JVMAX / MXKJX | |
| Total Expense Ratio | 1.12 | 0.70 | 160% |
| Annual Report Gross Expense Ratio | 1.13 | 0.70 | 161% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 8.301 | 4.192 | 198% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.02B | 2,224% |
| Annual Yield % from dividends | 0.58 | 12.55 | 5% |
| Returns for 1 year | 2.59 | 12.21 | 21% |
| Returns for 3 years | 22.00 | 36.41 | 60% |
| Returns for 5 years | 59.32 | 84.18 | 70% |
| Returns for 10 years | 42.63 | 82.03 | 52% |
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