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JVMIX vs MCMVX
JVMIX vs MCMVX Comparison
Open Charts JVMIX vs MCMVX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Monongahela All Cap Value
Price$20.90
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets36.94M
JVMIX vs MCMVX Comparison Chart in %
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JVMIX vs. MCMVX commentary
Aug 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. MCMVX (36.9M). MCMVX pays higher dividends than JVMIX: MCMVX (1.00) vs JVMIX (0.76). 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 : 5.45 vs. JVMIX (0.76). MCMVX return over 5 years is better than : 53.83 vs. JVMIX (50.10).
| 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 | 8.980 | 4.814 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 36.9M | 63,957% |
| Annual Yield % from dividends | 0.76 | 1.00 | 77% |
| Returns for 1 year | 0.76 | 5.45 | 14% |
| Returns for 3 years | 11.90 | 17.16 | 69% |
| Returns for 5 years | 50.10 | 53.83 | 93% |
| Returns for 10 years | 45.29 | 108.16 | 42% |
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