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JVMIX vs MDRFX
JVMIX vs MDRFX Comparison
Open Charts JVMIX vs MDRFX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
BlackRock Mid-Cap Value Investor A
Price$22.50
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets980.56M
JVMIX vs MDRFX Comparison Chart in %
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JVMIX vs. MDRFX 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 MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. MDRFX (981M). MDRFX pays higher dividends than JVMIX: MDRFX (1.48) vs JVMIX (0.74). JVMIX was incepted earlier than MDRFX: JVMIX (28 years) vs MDRFX (31 years). MDRFX (1.10) is less costly to investors than JVMIX (0.86). 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). JVMIX (2.91) and MDRFX (2.79) have marching annual gain over last year. JVMIX return over 5 years is better than : 54.86 vs. MDRFX (51.20).
| JVMIX | MDRFX | JVMIX / MDRFX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 0.86 | 1.10 | 78% |
| Fund Existence | 28 years | 31 years | - |
| Gain YTD | 11.985 | 8.535 | 140% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 981M | 2,477% |
| Annual Yield % from dividends | 0.74 | 1.48 | 50% |
| Returns for 1 year | 2.91 | 2.79 | 104% |
| Returns for 3 years | 24.95 | 23.62 | 106% |
| Returns for 5 years | 54.86 | 51.20 | 107% |
| Returns for 10 years | 58.60 | 27.13 | 216% |
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