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JVMIX vs MCMVX
JVMIX vs MCMVX Comparison
Open Charts JVMIX vs MCMVX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Monongahela All Cap Value
Price$21.04
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets37.18M
JVMIX vs MCMVX Comparison Chart in %
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JVMIX vs. MCMVX commentary
Jul 27, 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: 23.1B vs. MCMVX (37.2M). 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: 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 : 6.74 vs. JVMIX (1.20). MCMVX return over 5 years is better than : 61.29 vs. JVMIX (58.07).
| 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 | 9.314 | 5.517 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 37.2M | 62,097% |
| Annual Yield % from dividends | 0.78 | 1.02 | 76% |
| Returns for 1 year | 1.20 | 6.74 | 18% |
| Returns for 3 years | 21.47 | 27.67 | 78% |
| Returns for 5 years | 58.07 | 61.29 | 95% |
| Returns for 10 years | 50.28 | 107.92 | 47% |
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