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JVMIX vs MCMVX
JVMIX vs MCMVX Comparison
Open Charts JVMIX vs MCMVX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Monongahela All Cap Value
Price$19.54
Change-$0.35 (-1.76%)
VolumeN/A
Net Assets34.53M
JVMIX vs MCMVX Comparison Chart
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JVMIX vs. MCMVX 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 MCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. MCMVX (34.5M). MCMVX pays higher dividends than JVMIX: MCMVX (1.05) vs JVMIX (0.80). 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: 47.00 vs. MCMVX (37.00). 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 : 1.42 vs. JVMIX (-2.87). MCMVX return over 5 years is better than : 56.04 vs. JVMIX (52.19).
| JVMIX | MCMVX | JVMIX / MCMVX | |
| Total Expense Ratio | 0.87 | 0.85 | 102% |
| Annual Report Gross Expense Ratio | 0.88 | 1.77 | 50% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | 2.486 | -2.006 | -124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 34.5M | 62,319% |
| Annual Yield % from dividends | 0.80 | 1.05 | 76% |
| Returns for 1 year | -2.87 | 1.42 | -202% |
| Returns for 3 years | 16.82 | 22.62 | 74% |
| Returns for 5 years | 52.19 | 56.04 | 93% |
| Returns for 10 years | 36.89 | 90.46 | 41% |
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