Interact to see
Advertisement
Advertisement
JVMIX vs MARFX
JVMIX vs MARFX Comparison
Open Charts JVMIX vs MARFX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
BlackRock Mid-Cap Value Institutional
Price$23.75
Change-$0.08 (-0.34%)
VolumeN/A
Net Assets964.31M
JVMIX vs MARFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. MARFX commentary
Aug 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 Buy and MARFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. MARFX (964M). MARFX pays higher dividends than JVMIX: MARFX (1.65) vs JVMIX (0.76). JVMIX was incepted earlier than MARFX: JVMIX (28 years) vs MARFX (31 years). JVMIX (0.88) is less costly to investors than MARFX (0.83). 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 : 2.15 vs. JVMIX (0.76). MARFX (50.93) and JVMIX (50.10) have equivalent 5 years return.
| JVMIX | MARFX | JVMIX / MARFX | |
| Total Expense Ratio | 0.87 | 0.75 | 116% |
| Annual Report Gross Expense Ratio | 0.88 | 0.83 | 106% |
| Fund Existence | 28 years | 31 years | - |
| Gain YTD | 8.980 | 6.626 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 964M | 2,448% |
| Annual Yield % from dividends | 0.76 | 1.65 | 46% |
| Returns for 1 year | 0.76 | 2.15 | 35% |
| Returns for 3 years | 11.90 | 13.58 | 88% |
| Returns for 5 years | 50.10 | 50.93 | 98% |
| Returns for 10 years | 45.29 | 25.16 | 180% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement