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JVMIX vs MARFX
JVMIX vs MARFX Comparison
Open Charts JVMIX vs MARFX
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
BlackRock Mid-Cap Value Institutional
Price$24.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets980M
JVMIX vs MARFX Comparison Chart in %
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JVMIX vs. MARFX commentary
Sep 09, 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 JVMIX is a Buy and MARFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. MARFX (980M). MARFX pays higher dividends than JVMIX: MARFX (1.59) vs JVMIX (0.74). JVMIX was incepted earlier than MARFX: JVMIX (28 years) vs MARFX (31 years). JVMIX (0.86) and MARFX (0.83) have similar cost to investors . MARFX is a more actively managed with annual turnover of: 62.00 vs. JVMIX (49.00). JVMIX has a lower initial minimum investment than MARFX: JVMIX (250000) vs MARFX (2000000). MARFX annual gain was more profitable for investors over the last year : 4.97 vs. JVMIX (4.56). MARFX (57.19) and JVMIX (56.64) have equivalent 5 years return.
| JVMIX | MARFX | JVMIX / MARFX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.86 | 0.83 | 104% |
| Fund Existence | 28 years | 31 years | - |
| Gain YTD | 12.245 | 8.870 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 980M | 2,480% |
| Annual Yield % from dividends | 0.74 | 1.59 | 47% |
| Returns for 1 year | 4.56 | 4.97 | 92% |
| Returns for 3 years | 19.78 | 20.36 | 97% |
| Returns for 5 years | 56.64 | 57.19 | 99% |
| Returns for 10 years | 59.45 | 35.57 | 167% |
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