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JVMIX vs MCBVX
JVMIX vs MCBVX Comparison
Open Charts JVMIX vs MCBVX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
JVMIX vs MCBVX Comparison Chart in %
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JVMIX vs. MCBVX commentary
Feb 04, 2026
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 MCBVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. MCBVX (17.1B). JVMIX pays higher dividends than MCBVX: JVMIX (0.72) vs MCBVX (0.06). JVMIX was incepted earlier than MCBVX: JVMIX (29 years) vs MCBVX (24 years). MCBVX (1.75) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. MCBVX (24.00). MCBVX has a lower initial minimum investment than JVMIX: MCBVX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 4.96 vs. MCBVX (0.71). JVMIX return over 5 years is better than : 23.04 vs. MCBVX (18.43).
| JVMIX | MCBVX | JVMIX / MCBVX | |
| Total Expense Ratio | 0.85 | 1.74 | 49% |
| Annual Report Gross Expense Ratio | 0.86 | 1.75 | 49% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 5.206 | 4.698 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 17.1B | 144% |
| Annual Yield % from dividends | 0.72 | 0.06 | 1,257% |
| Returns for 1 year | 4.96 | 0.71 | 698% |
| Returns for 3 years | 11.72 | 7.45 | 157% |
| Returns for 5 years | 23.04 | 18.43 | 125% |
| Returns for 10 years | 78.79 | 82.99 | 95% |
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