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JVMIX vs MDRFX
JVMIX vs MDRFX Comparison
Open Charts JVMIX vs MDRFX
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
BlackRock Mid-Cap Value Investor A
Price$22.63
Change-$0.18 (-0.79%)
VolumeN/A
Net Assets987.74M
JVMIX vs MDRFX Comparison Chart in %
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JVMIX vs. MDRFX commentary
Nov 14, 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 Hold and MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. MDRFX (988M). MDRFX pays higher dividends than JVMIX: MDRFX (1.47) vs JVMIX (0.75). JVMIX was incepted earlier than MDRFX: JVMIX (28 years) vs MDRFX (31 years). MDRFX (1.09) 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). MDRFX annual gain was more profitable for investors over the last year : -0.94 vs. JVMIX (-6.53). JVMIX (36.37) and MDRFX (35.90) have equivalent 5 years return.
| JVMIX | MDRFX | JVMIX / MDRFX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 0.86 | 1.09 | 79% |
| Fund Existence | 28 years | 31 years | - |
| Gain YTD | 9.796 | 9.162 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 988M | 2,449% |
| Annual Yield % from dividends | 0.75 | 1.47 | 51% |
| Returns for 1 year | -6.53 | -0.94 | 698% |
| Returns for 3 years | 15.24 | 19.32 | 79% |
| Returns for 5 years | 36.37 | 35.90 | 101% |
| Returns for 10 years | 50.51 | 28.32 | 178% |
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