JVMIX
Price
$29.37
Change
-$0.23 (-0.78%)
Updated
Aug 15 closing price
Net Assets
23.59B
MVCHX
Price
$31.53
Change
-$0.19 (-0.60%)
Updated
Aug 15 closing price
Net Assets
17.12B
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JVMIX vs MVCHX

Header iconJVMIX vs MVCHX Comparison
Open Charts JVMIX vs MVCHXBanner 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 R3
Price$31.53
Change-$0.19 (-0.60%)
VolumeN/A
Net Assets17.12B
JVMIX vs MVCHX Comparison Chart in %
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JVMIX vs. MVCHX 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 MVCHX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. MVCHX (17.1B). MVCHX pays higher dividends than JVMIX: MVCHX (0.86) vs JVMIX (0.76). JVMIX was incepted earlier than MVCHX: JVMIX (28 years) vs MVCHX (20 years). MVCHX (1.00) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. MVCHX (27.00). MVCHX has a lower initial minimum investment than JVMIX: MVCHX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. MVCHX (-3.57). JVMIX (50.10) and MVCHX (49.50) have equivalent 5 years return.
JVMIXMVCHXJVMIX / MVCHX
Total Expense Ratio0.870.9988%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence28 years20 years-
Gain YTD8.9803.343269%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.6B17.1B138%
Annual Yield % from dividends0.760.8688%
Returns for 1 year0.76-3.57-21%
Returns for 3 years11.908.16146%
Returns for 5 years50.1049.50101%
Returns for 10 years45.2966.2168%
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