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JVMIX vs MDRFX
JVMIX vs MDRFX Comparison
Open Charts JVMIX vs MDRFX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
BlackRock Mid-Cap Value Investor A
Price$21.34
Change-$0.29 (-1.34%)
VolumeN/A
Net Assets935.14M
JVMIX vs MDRFX Comparison Chart
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JVMIX vs. MDRFX commentary
Jun 15, 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 StrongBuy and MDRFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. MDRFX (935M). MDRFX pays higher dividends than JVMIX: MDRFX (1.67) vs JVMIX (0.80). JVMIX was incepted earlier than MDRFX: JVMIX (28 years) vs MDRFX (30 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 (47.00). 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 : -1.79 vs. JVMIX (-2.87). JVMIX return over 5 years is better than : 52.19 vs. MDRFX (48.15).
| 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 | 30 years | - |
| Gain YTD | 2.486 | 2.399 | 104% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 935M | 2,299% |
| Annual Yield % from dividends | 0.80 | 1.67 | 48% |
| Returns for 1 year | -2.87 | -1.79 | 160% |
| Returns for 3 years | 16.82 | 13.17 | 128% |
| Returns for 5 years | 52.19 | 48.15 | 108% |
| Returns for 10 years | 36.89 | 6.99 | 528% |
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