JVMIX
Price
$29.58
Change
+$0.13 (+0.44%)
Updated
Oct 17 closing price
Net Assets
23.85B
MVCGX
Price
$28.46
Change
+$0.13 (+0.46%)
Updated
Oct 17 closing price
Net Assets
16.82B
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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$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
MFS Mid Cap Value R1
Price$28.46
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets16.82B
JVMIX vs MVCGX Comparison Chart in %
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JVMIX vs. MVCGX commentary
Oct 19, 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 MVCGX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. MVCGX (16.8B). JVMIX pays higher dividends than MVCGX: JVMIX (0.74) vs MVCGX (0.16). JVMIX was incepted earlier than MVCGX: JVMIX (28 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 (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 : -4.87 vs. MVCGX (-10.67). JVMIX return over 5 years is better than : 47.49 vs. MVCGX (38.32).
JVMIXMVCGXJVMIX / MVCGX
Total Expense Ratio0.851.7449%
Annual Report Gross Expense Ratio0.861.7549%
Fund Existence28 years21 years-
Gain YTD9.7592.967329%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B16.8B142%
Annual Yield % from dividends0.740.16455%
Returns for 1 year-4.87-10.6746%
Returns for 3 years25.3717.28147%
Returns for 5 years47.4938.32124%
Returns for 10 years51.4957.3090%
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