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JVMIX vs MARFX
JVMIX vs MARFX Comparison
Open Charts JVMIX vs MARFX
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
BlackRock Mid-Cap Value Institutional
Price$24.40
Change-$0.19 (-0.77%)
VolumeN/A
Net Assets987.74M
JVMIX vs MARFX Comparison Chart in %
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JVMIX vs. MARFX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. MARFX (988M). MARFX pays higher dividends than JVMIX: MARFX (1.58) vs JVMIX (0.75). 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 : 0.37 vs. JVMIX (-6.53). MARFX return over 5 years is better than : 40.94 vs. JVMIX (36.37).
| 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 | 9.796 | 10.397 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 988M | 2,449% |
| Annual Yield % from dividends | 0.75 | 1.58 | 48% |
| Returns for 1 year | -6.53 | 0.37 | -1,746% |
| Returns for 3 years | 15.24 | 20.51 | 74% |
| Returns for 5 years | 36.37 | 40.94 | 89% |
| Returns for 10 years | 50.51 | 38.50 | 131% |
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