JVMIX
Price
$30.18
Change
+$0.01 (+0.03%)
Updated
Sep 5 closing price
Net Assets
24.3B
MCVRX
Price
$31.41
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Net Assets
17.32B
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JVMIX vs MCVRX

Header iconJVMIX vs MCVRX Comparison
Open Charts JVMIX vs MCVRXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
MFS Mid Cap Value R2
Price$31.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets17.32B
JVMIX vs MCVRX Comparison Chart in %
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JVMIX vs. MCVRX commentary
Sep 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 Buy and MCVRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. MCVRX (17.3B). JVMIX pays higher dividends than MCVRX: JVMIX (0.74) vs MCVRX (0.60). JVMIX was incepted earlier than MCVRX: JVMIX (28 years) vs MCVRX (22 years). MCVRX (1.25) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. MCVRX (27.00). MCVRX has a lower initial minimum investment than JVMIX: MCVRX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. MCVRX (-3.04). JVMIX return over 5 years is better than : 54.86 vs. MCVRX (51.38).
JVMIXMCVRXJVMIX / MCVRX
Total Expense Ratio0.851.2469%
Annual Report Gross Expense Ratio0.861.2569%
Fund Existence28 years22 years-
Gain YTD11.9855.332225%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.3B17.3B140%
Annual Yield % from dividends0.740.60124%
Returns for 1 year2.91-3.04-96%
Returns for 3 years24.9518.60134%
Returns for 5 years54.8651.38107%
Returns for 10 years58.6073.3480%
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