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JVMIX vs MDRFX
JVMIX vs MDRFX Comparison
Open Charts JVMIX vs MDRFX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
BlackRock Mid-Cap Value Investor A
Price$22.04
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets964.31M
JVMIX vs MDRFX Comparison Chart in %
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JVMIX vs. MDRFX commentary
Aug 18, 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 MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. MDRFX (964M). MDRFX pays higher dividends than JVMIX: MDRFX (1.53) vs JVMIX (0.76). JVMIX was incepted earlier than MDRFX: JVMIX (28 years) vs MDRFX (31 years). MDRFX (1.10) is less costly to investors than JVMIX (0.88). MDRFX is a more actively managed with annual turnover of: 62.00 vs. JVMIX (49.00). MDRFX has a lower initial minimum investment than JVMIX: MDRFX (1000) vs JVMIX (250000). MDRFX annual gain was more profitable for investors over the last year : 1.42 vs. JVMIX (0.76). JVMIX return over 5 years is better than : 50.10 vs. MDRFX (46.62).
| JVMIX | MDRFX | JVMIX / MDRFX | |
| Total Expense Ratio | 0.87 | 1.00 | 87% |
| Annual Report Gross Expense Ratio | 0.88 | 1.10 | 80% |
| Fund Existence | 28 years | 31 years | - |
| Gain YTD | 8.980 | 6.316 | 142% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 964M | 2,448% |
| Annual Yield % from dividends | 0.76 | 1.53 | 50% |
| Returns for 1 year | 0.76 | 1.42 | 53% |
| Returns for 3 years | 11.90 | 11.81 | 101% |
| Returns for 5 years | 50.10 | 46.62 | 107% |
| Returns for 10 years | 45.29 | 18.53 | 244% |
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