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JVMCX vs MDRFX
JVMCX vs MDRFX Comparison
Open Charts JVMCX vs MDRFX
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
BlackRock Mid-Cap Value Investor A
Price$22.37
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets978.47M
JVMCX vs MDRFX Comparison Chart in %
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JVMCX vs. MDRFX 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 JVMCX is a StrongBuy and MDRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. MDRFX (978M). MDRFX pays higher dividends than JVMCX: MDRFX (1.61) vs JVMCX (0.00). JVMCX was incepted earlier than MDRFX: JVMCX (14 years) vs MDRFX (30 years). JVMCX (1.88) is less costly to investors than MDRFX (1.10). MDRFX is a more actively managed with annual turnover of: 62.00 vs. JVMCX (47.00). JVMCX (1000) and MDRFX (1000) have matching initial minimum investment requirements. MDRFX annual gain was more profitable for investors over the last year : 3.32 vs. JVMCX (1.79). MDRFX (57.88) and JVMCX (55.49) have equivalent 5 years return.
| JVMCX | MDRFX | JVMCX / MDRFX | |
| Total Expense Ratio | 1.87 | 1.00 | 187% |
| Annual Report Gross Expense Ratio | 1.88 | 1.10 | 171% |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | 7.905 | 7.342 | 108% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 978M | 2,311% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | 1.79 | 3.32 | 54% |
| Returns for 3 years | 20.12 | 18.64 | 108% |
| Returns for 5 years | 55.49 | 57.88 | 96% |
| Returns for 10 years | 35.64 | 15.82 | 225% |
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