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JVMIX vs MCBVX
JVMIX vs MCBVX Comparison
Open Charts JVMIX vs MCBVX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
JVMIX vs MCBVX Comparison Chart in %
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JVMIX vs. MCBVX commentary
Jul 27, 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 MCBVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. MCBVX (17.3B). JVMIX pays higher dividends than MCBVX: JVMIX (0.78) vs MCBVX (0.00). JVMIX was incepted earlier than MCBVX: JVMIX (28 years) vs MCBVX (24 years). MCBVX (1.75) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. MCBVX (27.00). 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 : 1.20 vs. MCBVX (-3.01). JVMIX return over 5 years is better than : 58.07 vs. MCBVX (48.37).
| JVMIX | MCBVX | JVMIX / MCBVX | |
| Total Expense Ratio | 0.87 | 1.74 | 50% |
| Annual Report Gross Expense Ratio | 0.88 | 1.75 | 50% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 9.314 | 3.383 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 17.3B | 134% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 1.20 | -3.01 | -40% |
| Returns for 3 years | 21.47 | 13.90 | 154% |
| Returns for 5 years | 58.07 | 48.37 | 120% |
| Returns for 10 years | 50.28 | 55.21 | 91% |
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