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JVMCX vs MDRFX
JVMCX vs MDRFX Comparison
Open Charts JVMCX vs MDRFX
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.3B
BlackRock Mid-Cap Value Investor A
Price$22.50
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets980.56M
JVMCX vs MDRFX Comparison Chart in %
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JVMCX vs. MDRFX commentary
Sep 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 JVMCX is a Buy and MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. MDRFX (981M). MDRFX pays higher dividends than JVMCX: MDRFX (1.48) vs JVMCX (0.00). JVMCX was incepted earlier than MDRFX: JVMCX (14 years) vs MDRFX (31 years). JVMCX (1.86) is less costly to investors than MDRFX (1.10). MDRFX is a more actively managed with annual turnover of: 62.00 vs. JVMCX (49.00). JVMCX (1000) and MDRFX (1000) have matching initial minimum investment requirements. MDRFX annual gain was more profitable for investors over the last year : 2.79 vs. JVMCX (1.22). MDRFX return over 5 years is better than : 51.20 vs. JVMCX (48.03).
| JVMCX | MDRFX | JVMCX / MDRFX | |
| Total Expense Ratio | 1.85 | 1.00 | 185% |
| Annual Report Gross Expense Ratio | 1.86 | 1.10 | 169% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 11.265 | 8.535 | 132% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 981M | 2,477% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | 1.22 | 2.79 | 44% |
| Returns for 3 years | 21.25 | 23.62 | 90% |
| Returns for 5 years | 48.03 | 51.20 | 94% |
| Returns for 10 years | 45.05 | 27.13 | 166% |
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