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JVMIX vs MARFX
JVMIX vs MARFX Comparison
Open Charts JVMIX vs MARFX
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
BlackRock Mid-Cap Value Institutional
Price$24.16
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets966.25M
JVMIX vs MARFX Comparison Chart in %
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JVMIX vs. MARFX commentary
Oct 19, 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 Hold and MARFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. MARFX (966M). MARFX pays higher dividends than JVMIX: MARFX (1.58) vs JVMIX (0.74). JVMIX was incepted earlier than MARFX: JVMIX (28 years) vs MARFX (31 years). JVMIX (0.86) and MARFX (0.84) 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 : -0.54 vs. JVMIX (-4.87). MARFX return over 5 years is better than : 50.28 vs. JVMIX (47.49).
| JVMIX | MARFX | JVMIX / MARFX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 28 years | 31 years | - |
| Gain YTD | 9.759 | 8.466 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 966M | 2,474% |
| Annual Yield % from dividends | 0.74 | 1.58 | 47% |
| Returns for 1 year | -4.87 | -0.54 | 897% |
| Returns for 3 years | 25.37 | 29.19 | 87% |
| Returns for 5 years | 47.49 | 50.28 | 94% |
| Returns for 10 years | 51.49 | 31.56 | 163% |