JVMIX
Price
$29.37
Change
-$0.23 (-0.78%)
Updated
Aug 15 closing price
Net Assets
23.59B
MVCGX
Price
$28.42
Change
-$0.18 (-0.63%)
Updated
Aug 15 closing price
Net Assets
17.12B
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JVMIX vs MVCGX

Header iconJVMIX vs MVCGX Comparison
Open Charts JVMIX vs MVCGXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
MFS Mid Cap Value R1
Price$28.42
Change-$0.18 (-0.63%)
VolumeN/A
Net Assets17.12B
JVMIX vs MVCGX Comparison Chart in %
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JVMIX vs. MVCGX 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 MVCGX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. MVCGX (17.1B). JVMIX pays higher dividends than MVCGX: JVMIX (0.76) vs MVCGX (0.17). JVMIX was incepted earlier than MVCGX: JVMIX (28 years) vs MVCGX (20 years). MVCGX (1.75) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. MVCGX (27.00). MVCGX has a lower initial minimum investment than JVMIX: MVCGX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. MVCGX (-5.15). JVMIX return over 5 years is better than : 50.10 vs. MVCGX (41.44).
JVMIXMVCGXJVMIX / MVCGX
Total Expense Ratio0.871.7450%
Annual Report Gross Expense Ratio0.881.7550%
Fund Existence28 years20 years-
Gain YTD8.9802.822318%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.6B17.1B138%
Annual Yield % from dividends0.760.17459%
Returns for 1 year0.76-5.15-15%
Returns for 3 years11.904.29277%
Returns for 5 years50.1041.44121%
Returns for 10 years45.2949.9891%
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