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JVMCX vs MCMVX
JVMCX vs MCMVX Comparison
Open Charts JVMCX vs MCMVX
JHancock Disciplined Value Mid Cap C
Price$28.06
Change+$0.28 (+1.01%)
VolumeN/A
Net Assets24.25B
Monongahela All Cap Value
Price$20.95
Change+$0.22 (+1.06%)
VolumeN/A
Net Assets36.88M
JVMCX vs MCMVX Comparison Chart in %
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JVMCX vs. MCMVX commentary
Sep 29, 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 Hold and MCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.2B vs. MCMVX (36.9M). MCMVX pays higher dividends than JVMCX: MCMVX (0.98) vs JVMCX (0.00). JVMCX was incepted earlier than MCMVX: JVMCX (14 years) vs MCMVX (12 years). JVMCX (1.86) and MCMVX (1.77) have similar cost to investors . JVMCX is a more actively managed with annual turnover of: 49.00 vs. MCMVX (23.00). 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 : -0.56 vs. JVMCX (-2.54). MCMVX return over 5 years is better than : 58.44 vs. JVMCX (54.71).
| JVMCX | MCMVX | JVMCX / MCMVX | |
| Total Expense Ratio | 1.85 | 0.85 | 218% |
| Annual Report Gross Expense Ratio | 1.86 | 1.77 | 105% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 10.909 | 5.065 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 36.9M | 65,583% |
| Annual Yield % from dividends | 0.00 | 0.98 | - |
| Returns for 1 year | -2.54 | -0.56 | 455% |
| Returns for 3 years | 30.96 | 38.89 | 80% |
| Returns for 5 years | 54.71 | 58.44 | 94% |
| Returns for 10 years | 50.96 | 134.66 | 38% |
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