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JVMRX vs MCMVX
JVMRX vs MCMVX Comparison
Open Charts JVMRX vs MCMVX
JHancock Disciplined Value Mid Cap R6
Price$30.12
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
Monongahela All Cap Value
Price$20.95
Change+$0.22 (+1.06%)
VolumeN/A
Net Assets36.88M
JVMRX vs MCMVX Comparison Chart in %
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JVMRX vs. MCMVX commentary
Sep 29, 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 Hold and MCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. MCMVX (36.9M). MCMVX pays higher dividends than JVMRX: MCMVX (0.98) vs JVMRX (0.84). JVMRX was incepted earlier than MCMVX: JVMRX (14 years) vs MCMVX (12 years). MCMVX (1.77) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. MCMVX (23.00). MCMVX has a lower initial minimum investment than JVMRX: MCMVX (5000) vs JVMRX (1000000). MCMVX annual gain was more profitable for investors over the last year : -0.56 vs. JVMRX (-0.78). JVMRX return over 5 years is better than : 62.54 vs. MCMVX (58.44).
| JVMRX | MCMVX | JVMRX / MCMVX | |
| Total Expense Ratio | 0.74 | 0.85 | 87% |
| Annual Report Gross Expense Ratio | 0.75 | 1.77 | 42% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 11.804 | 5.065 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 36.9M | 65,583% |
| Annual Yield % from dividends | 0.84 | 0.98 | 86% |
| Returns for 1 year | -0.78 | -0.56 | 140% |
| Returns for 3 years | 35.31 | 38.89 | 91% |
| Returns for 5 years | 62.54 | 58.44 | 107% |
| Returns for 10 years | 66.11 | 134.66 | 49% |
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