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JVMIX vs MCMVX
JVMIX vs MCMVX Comparison
Open Charts JVMIX vs MCMVX
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
Monongahela All Cap Value
Price$21.94
Change+$0.21 (+0.97%)
VolumeN/A
Net Assets38.94M
JVMIX vs MCMVX Comparison Chart in %
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JVMIX vs. MCMVX commentary
Dec 04, 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 Buy and MCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. MCMVX (38.9M). MCMVX pays higher dividends than JVMIX: MCMVX (0.94) vs JVMIX (0.74). JVMIX was incepted earlier than MCMVX: JVMIX (29 years) vs MCMVX (12 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 : -1.57 vs. JVMIX (-5.91). MCMVX return over 5 years is better than : 40.03 vs. JVMIX (33.54).
| 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 | 12 years | - |
| Gain YTD | 12.022 | 8.977 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 38.9M | 62,982% |
| Annual Yield % from dividends | 0.74 | 0.94 | 78% |
| Returns for 1 year | -5.91 | -1.57 | 376% |
| Returns for 3 years | 14.46 | 24.83 | 58% |
| Returns for 5 years | 33.54 | 40.03 | 84% |
| Returns for 10 years | 50.20 | 120.66 | 42% |
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