JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
MVCHX
Price
$31.68
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
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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$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
MFS Mid Cap Value R3
Price$31.68
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
JVMIX vs MVCHX Comparison Chart in %
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JVMIX vs. MVCHX commentary
Jul 27, 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 MVCHX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. MVCHX (17.3B). MVCHX pays higher dividends than JVMIX: MVCHX (0.88) vs JVMIX (0.78). 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 : 1.20 vs. MVCHX (-1.71). JVMIX (58.07) and MVCHX (56.55) have equivalent 5 years return.
JVMIXMVCHXJVMIX / MVCHX
Total Expense Ratio0.870.9988%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence28 years20 years-
Gain YTD9.3143.835243%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B17.3B134%
Annual Yield % from dividends0.780.8889%
Returns for 1 year1.20-1.71-71%
Returns for 3 years21.4718.06119%
Returns for 5 years58.0756.55103%
Returns for 10 years50.2871.1371%
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