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JVMIX vs MCMVX
JVMIX vs MCMVX Comparison
Open Charts JVMIX vs MCMVX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Monongahela All Cap Value
Price$20.84
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets36.87M
JVMIX vs MCMVX Comparison Chart in %
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JVMIX vs. MCMVX commentary
Jul 07, 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: 22.6B vs. MCMVX (36.9M). 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: 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 : 9.01 vs. JVMIX (3.45). MCMVX (64.34) and JVMIX (62.76) have equivalent 5 years return.
| 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 | 8.423 | 4.514 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 36.9M | 61,247% |
| Annual Yield % from dividends | 0.78 | 1.02 | 76% |
| Returns for 1 year | 3.45 | 9.01 | 38% |
| Returns for 3 years | 23.84 | 30.16 | 79% |
| Returns for 5 years | 62.76 | 64.34 | 98% |
| Returns for 10 years | 48.34 | 105.77 | 46% |
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