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JVMIX vs MCMVX
JVMIX vs MCMVX Comparison
Open Charts JVMIX vs MCMVX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Monongahela All Cap Value
Price$22.11
Change+$0.86 (+4.05%)
VolumeN/A
Net Assets42.16M
JVMIX vs MCMVX Comparison Chart in %
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JVMIX vs. MCMVX commentary
Feb 05, 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 MCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. MCMVX (42.2M). MCMVX pays higher dividends than JVMIX: MCMVX (1.12) vs JVMIX (0.72). JVMIX was incepted earlier than MCMVX: JVMIX (29 years) vs MCMVX (13 years). MCMVX (1.70) 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 : 9.24 vs. JVMIX (4.96). MCMVX return over 5 years is better than : 32.31 vs. JVMIX (23.04).
| JVMIX | MCMVX | JVMIX / MCMVX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.86 | 1.70 | 51% |
| Fund Existence | 29 years | 13 years | - |
| Gain YTD | 5.206 | 7.591 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 42.2M | 58,531% |
| Annual Yield % from dividends | 0.72 | 1.12 | 64% |
| Returns for 1 year | 4.96 | 9.24 | 54% |
| Returns for 3 years | 11.72 | 28.67 | 41% |
| Returns for 5 years | 23.04 | 32.31 | 71% |
| Returns for 10 years | 78.79 | 149.24 | 53% |
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