Interact to see
Advertisement
Advertisement
JVMIX vs MVEIX
JVMIX vs MVEIX Comparison
Open Charts JVMIX vs MVEIX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Monteagle Select Value I
Price$10.64
Change-$0.12 (-1.12%)
VolumeN/A
Net Assets16.22M
JVMIX vs MVEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. MVEIX commentary
Jun 15, 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 MVEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. MVEIX (16.2M). MVEIX pays higher dividends than JVMIX: MVEIX (0.96) vs JVMIX (0.80). JVMIX was incepted earlier than MVEIX: JVMIX (28 years) vs MVEIX (27 years). MVEIX (1.47) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. MVEIX (31.00). MVEIX has a lower initial minimum investment than JVMIX: MVEIX (10000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -2.87 vs. MVEIX (-3.05). JVMIX return over 5 years is better than : 52.19 vs. MVEIX (14.86).
| JVMIX | MVEIX | JVMIX / MVEIX | |
| Total Expense Ratio | 0.87 | 1.47 | 59% |
| Annual Report Gross Expense Ratio | 0.88 | 1.47 | 60% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 2.486 | 2.062 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 10000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 16.2M | 132,716% |
| Annual Yield % from dividends | 0.80 | 0.96 | 84% |
| Returns for 1 year | -2.87 | -3.05 | 94% |
| Returns for 3 years | 16.82 | 14.41 | 117% |
| Returns for 5 years | 52.19 | 14.86 | 351% |
| Returns for 10 years | 36.89 | -34.79 | -106% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ARDEX | 6.18 | -0.04 | -0.64% |
| AMG River Road Dividend All Cap Value N | |||
| VCRVX | 14.28 | -0.10 | -0.70% |
| NYLI CBRE Global Infrastructure Inv Cl | |||
| OAYMX | 155.93 | -1.87 | -1.19% |
| Oakmark Advisor | |||
| NDVBX | 15.68 | -0.28 | -1.75% |
| MFS New Discovery Value B | |||
| BRSTX | 13.63 | -0.29 | -2.08% |
| MFS Blended Research Small Cap Eq R3 | |||