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JVMCX vs MCMVX
JVMCX vs MCMVX Comparison
Open Charts JVMCX vs MCMVX
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
Monongahela All Cap Value
Price$19.54
Change-$0.35 (-1.76%)
VolumeN/A
Net Assets34.53M
JVMCX vs MCMVX Comparison Chart
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JVMCX vs. MCMVX commentary
Jun 16, 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 JVMCX is a StrongBuy and MCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. MCMVX (34.5M). MCMVX pays higher dividends than JVMCX: MCMVX (1.05) vs JVMCX (0.00). JVMCX was incepted earlier than MCMVX: JVMCX (14 years) vs MCMVX (12 years). JVMCX (1.88) is less costly to investors than MCMVX (1.77). JVMCX is a more actively managed with annual turnover of: 47.00 vs. MCMVX (37.00). JVMCX has a lower initial minimum investment than MCMVX: JVMCX (1000) vs MCMVX (5000). MCMVX annual gain was more profitable for investors over the last year : 1.42 vs. JVMCX (-4.05). MCMVX return over 5 years is better than : 56.04 vs. JVMCX (45.41).
| JVMCX | MCMVX | JVMCX / MCMVX | |
| Total Expense Ratio | 1.87 | 0.85 | 220% |
| Annual Report Gross Expense Ratio | 1.88 | 1.77 | 106% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 2.055 | -2.006 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 34.5M | 62,319% |
| Annual Yield % from dividends | 0.00 | 1.05 | - |
| Returns for 1 year | -4.05 | 1.42 | -285% |
| Returns for 3 years | 13.31 | 22.62 | 59% |
| Returns for 5 years | 45.41 | 56.04 | 81% |
| Returns for 10 years | 25.18 | 90.46 | 28% |
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