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JVMIX vs MARFX
JVMIX vs MARFX Comparison
Open Charts JVMIX vs MARFX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
BlackRock Mid-Cap Value Institutional
Price$22.97
Change-$0.30 (-1.29%)
VolumeN/A
Net Assets935.14M
JVMIX vs MARFX Comparison Chart
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JVMIX vs. MARFX commentary
Jun 16, 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 StrongBuy and MARFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. MARFX (935M). MARFX pays higher dividends than JVMIX: MARFX (1.78) vs JVMIX (0.80). JVMIX was incepted earlier than MARFX: JVMIX (28 years) vs MARFX (30 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 (47.00). 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 : -0.98 vs. JVMIX (-2.87). MARFX (52.45) and JVMIX (52.19) 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 | 30 years | - |
| Gain YTD | 2.486 | 2.545 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 935M | 2,299% |
| Annual Yield % from dividends | 0.80 | 1.78 | 45% |
| Returns for 1 year | -2.87 | -0.98 | 291% |
| Returns for 3 years | 16.82 | 15.13 | 111% |
| Returns for 5 years | 52.19 | 52.45 | 99% |
| Returns for 10 years | 36.89 | 13.00 | 284% |
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