JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
MCMVX
Price
$21.04
Change
+$0.14 (+0.67%)
Updated
Jul 25 closing price
Net Assets
37.18M
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JVMIX vs MCMVX

Header iconJVMIX vs MCMVX Comparison
Open Charts JVMIX vs MCMVXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Monongahela All Cap Value
Price$21.04
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets37.18M
JVMIX vs MCMVX Comparison Chart in %
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JVMIX vs. MCMVX 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 MCMVX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. MCMVX (37.2M). MCMVX pays higher dividends than JVMIX: MCMVX (1.02) vs JVMIX (0.78). JVMIX was incepted earlier than MCMVX: JVMIX (28 years) vs MCMVX (12 years). MCMVX (1.77) is less costly to investors than JVMIX (0.88). 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 : 6.74 vs. JVMIX (1.20). MCMVX return over 5 years is better than : 61.29 vs. JVMIX (58.07).
JVMIXMCMVXJVMIX / MCMVX
Total Expense Ratio0.870.85102%
Annual Report Gross Expense Ratio0.881.7750%
Fund Existence28 years12 years-
Gain YTD9.3145.517169%
Front LoadN/AN/A-
Min. Initial Investment25000050005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B37.2M62,097%
Annual Yield % from dividends0.781.0276%
Returns for 1 year1.206.7418%
Returns for 3 years21.4727.6778%
Returns for 5 years58.0761.2995%
Returns for 10 years50.28107.9247%
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