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JVMIX vs MCMVX
JVMIX vs MCMVX Comparison
Open Charts JVMIX vs MCMVX
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
Monongahela All Cap Value
Price$20.95
Change+$0.22 (+1.06%)
VolumeN/A
Net Assets36.88M
JVMIX vs MCMVX Comparison Chart in %
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JVMIX vs. MCMVX commentary
Sep 29, 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 MCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. MCMVX (36.9M). MCMVX pays higher dividends than JVMIX: MCMVX (0.98) vs JVMIX (0.74). JVMIX was incepted earlier than MCMVX: JVMIX (28 years) vs MCMVX (12 years). MCMVX (1.77) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. MCMVX (23.00). MCMVX has a lower initial minimum investment than JVMIX: MCMVX (5000) vs JVMIX (250000). MCMVX annual gain was more profitable for investors over the last year : -0.56 vs. JVMIX (-0.89). JVMIX return over 5 years is better than : 61.98 vs. MCMVX (58.44).
| JVMIX | MCMVX | JVMIX / MCMVX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.86 | 1.77 | 49% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | 11.725 | 5.065 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 36.9M | 65,583% |
| Annual Yield % from dividends | 0.74 | 0.98 | 76% |
| Returns for 1 year | -0.89 | -0.56 | 159% |
| Returns for 3 years | 34.98 | 38.89 | 90% |
| Returns for 5 years | 61.98 | 58.44 | 106% |
| Returns for 10 years | 65.12 | 134.66 | 48% |
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