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JVMRX vs MARFX
JVMRX vs MARFX Comparison
Open Charts JVMRX vs MARFX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
BlackRock Mid-Cap Value Institutional
Price$24.08
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets978.47M
JVMRX vs MARFX Comparison Chart in %
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JVMRX vs. MARFX commentary
Jul 07, 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 JVMRX is a StrongBuy and MARFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. MARFX (978M). MARFX pays higher dividends than JVMRX: MARFX (1.72) vs JVMRX (0.88). JVMRX was incepted earlier than MARFX: JVMRX (14 years) vs MARFX (30 years). MARFX (0.83) is less costly to investors than JVMRX (0.76). MARFX is a more actively managed with annual turnover of: 62.00 vs. JVMRX (47.00). JVMRX has a lower initial minimum investment than MARFX: JVMRX (1000000) vs MARFX (2000000). MARFX annual gain was more profitable for investors over the last year : 4.15 vs. JVMRX (3.59). JVMRX (63.32) and MARFX (62.34) have equivalent 5 years return.
| JVMRX | MARFX | JVMRX / MARFX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.76 | 0.83 | 92% |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | 8.500 | 7.500 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 978M | 2,311% |
| Annual Yield % from dividends | 0.88 | 1.72 | 51% |
| Returns for 1 year | 3.59 | 4.15 | 87% |
| Returns for 3 years | 24.14 | 20.64 | 117% |
| Returns for 5 years | 63.32 | 62.34 | 102% |
| Returns for 10 years | 49.30 | 22.31 | 221% |
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