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JVMRX vs MCMVX
JVMRX vs MCMVX Comparison
Open Charts JVMRX vs MCMVX
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Monongahela All Cap Value
Price$21.04
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets37.18M
JVMRX vs MCMVX Comparison Chart in %
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JVMRX vs. MCMVX 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 JVMRX is a StrongBuy and MCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. MCMVX (37.2M). MCMVX pays higher dividends than JVMRX: MCMVX (1.02) vs JVMRX (0.88). JVMRX was incepted earlier than MCMVX: JVMRX (14 years) vs MCMVX (12 years). MCMVX (1.77) is less costly to investors than JVMRX (0.76). 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 : 6.74 vs. JVMRX (1.28). MCMVX (61.29) and JVMRX (58.56) have equivalent 5 years return.
| JVMRX | MCMVX | JVMRX / MCMVX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.76 | 1.77 | 43% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 9.354 | 5.517 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 37.2M | 62,097% |
| Annual Yield % from dividends | 0.88 | 1.02 | 86% |
| Returns for 1 year | 1.28 | 6.74 | 19% |
| Returns for 3 years | 21.72 | 27.67 | 79% |
| Returns for 5 years | 58.56 | 61.29 | 96% |
| Returns for 10 years | 51.14 | 107.92 | 47% |
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