Interact to see
Advertisement
Advertisement
JVMIX vs MCMVX
JVMIX vs MCMVX Comparison
Open Charts JVMIX vs MCMVX
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Monongahela All Cap Value
Price$21.17
Change-$0.39 (-1.81%)
VolumeN/A
Net Assets37.52M
JVMIX vs MCMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. MCMVX commentary
Nov 14, 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 Hold and MCMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. MCMVX (37.5M). MCMVX pays higher dividends than JVMIX: MCMVX (0.96) vs JVMIX (0.75). JVMIX was incepted earlier than MCMVX: JVMIX (28 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 : 1.20 vs. JVMIX (-5.45). MCMVX return over 5 years is better than : 44.41 vs. JVMIX (38.17).
| JVMIX | MCMVX | JVMIX / MCMVX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.86 | 1.70 | 51% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | 11.243 | 8.124 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 37.5M | 64,533% |
| Annual Yield % from dividends | 0.75 | 0.96 | 78% |
| Returns for 1 year | -5.45 | 1.20 | -455% |
| Returns for 3 years | 15.30 | 25.65 | 60% |
| Returns for 5 years | 38.17 | 44.41 | 86% |
| Returns for 10 years | 54.29 | 127.01 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement