JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
MCMVX
Price
$20.84
Change
+$0.05 (+0.24%)
Updated
Jul 3 closing price
Net Assets
36.87M
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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$29.22
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.

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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.
JVMIXMCMVXJVMIX / MCMVX
Total Expense Ratio0.870.85102%
Annual Report Gross Expense Ratio0.881.7750%
Fund Existence28 years12 years-
Gain YTD8.4234.514187%
Front LoadN/AN/A-
Min. Initial Investment25000050005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B36.9M61,247%
Annual Yield % from dividends0.781.0276%
Returns for 1 year3.459.0138%
Returns for 3 years23.8430.1679%
Returns for 5 years62.7664.3498%
Returns for 10 years48.34105.7746%
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