JVMIX
Price
$28.90
Change
-$0.80 (-2.69%)
Updated
Feb 3 closing price
Net Assets
24.66B
MVCGX
Price
$28.10
Change
-$0.53 (-1.85%)
Updated
Feb 3 closing price
Net Assets
17.11B
Interact to see
Advertisement

JVMIX vs MVCGX

Header iconJVMIX vs MVCGX Comparison
Open Charts JVMIX vs MVCGXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
MFS Mid Cap Value R1
Price$28.10
Change-$0.53 (-1.85%)
VolumeN/A
Net Assets17.11B
JVMIX vs MVCGX Comparison Chart in %
View a ticker or compare two or three
VS
JVMIX vs. MVCGX commentary
Feb 05, 2026

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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. MVCGX (17.1B). JVMIX pays higher dividends than MVCGX: JVMIX (0.72) vs MVCGX (0.64). JVMIX was incepted earlier than MVCGX: JVMIX (29 years) vs MVCGX (21 years). MVCGX (1.75) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. MVCGX (24.00). 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 : 4.96 vs. MVCGX (0.37). JVMIX return over 5 years is better than : 23.04 vs. MVCGX (17.82).
JVMIXMVCGXJVMIX / MVCGX
Total Expense Ratio0.851.7449%
Annual Report Gross Expense Ratio0.861.7549%
Fund Existence29 years21 years-
Gain YTD5.2064.734110%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.7B17.1B144%
Annual Yield % from dividends0.720.64114%
Returns for 1 year4.960.371,325%
Returns for 3 years11.726.67176%
Returns for 5 years23.0417.82129%
Returns for 10 years78.7981.7496%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
RYLD15.580.01
+0.06%
Global X Russell 2000 Covered Call ETF
EVSB50.940.03
+0.05%
Eaton Vance Ultra-Short Income ETF
LSVD31.00N/A
N/A
LSV Disciplined Value ETF
INQQ13.74-0.01
-0.10%
INQQ The India Internet ETF
JULP31.05-0.11
-0.35%
PGIM S&P 500 Buffer 12 ETF - Jul