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JVMRX vs MCMVX
JVMRX vs MCMVX Comparison
Open Charts JVMRX vs MCMVX
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Monongahela All Cap Value
Price$21.17
Change-$0.39 (-1.81%)
VolumeN/A
Net Assets37.52M
JVMRX vs MCMVX Comparison Chart in %
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JVMRX vs. MCMVX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. MCMVX (37.5M). MCMVX pays higher dividends than JVMRX: MCMVX (0.96) vs JVMRX (0.85). JVMRX was incepted earlier than MCMVX: JVMRX (14 years) vs MCMVX (12 years). MCMVX (1.70) 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 : 1.20 vs. JVMRX (-5.34). MCMVX return over 5 years is better than : 44.41 vs. JVMRX (38.63).
| JVMRX | MCMVX | JVMRX / MCMVX | |
| Total Expense Ratio | 0.74 | 0.85 | 87% |
| Annual Report Gross Expense Ratio | 0.75 | 1.70 | 44% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 11.359 | 8.124 | 140% |
| 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 | 37.5M | 64,533% |
| Annual Yield % from dividends | 0.85 | 0.96 | 89% |
| Returns for 1 year | -5.34 | 1.20 | -446% |
| Returns for 3 years | 15.57 | 25.65 | 61% |
| Returns for 5 years | 38.63 | 44.41 | 87% |
| Returns for 10 years | 55.27 | 127.01 | 44% |
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