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JVMRX vs MDRFX
JVMRX vs MDRFX Comparison
Open Charts JVMRX vs MDRFX
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
BlackRock Mid-Cap Value Investor A
Price$22.50
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets980.56M
JVMRX vs MDRFX Comparison Chart in %
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JVMRX vs. MDRFX commentary
Sep 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 Buy and MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. MDRFX (981M). MDRFX pays higher dividends than JVMRX: MDRFX (1.48) vs JVMRX (0.84). JVMRX was incepted earlier than MDRFX: JVMRX (14 years) vs MDRFX (31 years). MDRFX (1.10) is less costly to investors than JVMRX (0.75). MDRFX is a more actively managed with annual turnover of: 62.00 vs. JVMRX (49.00). MDRFX has a lower initial minimum investment than JVMRX: MDRFX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.02 vs. MDRFX (2.79). JVMRX return over 5 years is better than : 55.40 vs. MDRFX (51.20).
| JVMRX | MDRFX | JVMRX / MDRFX | |
| Total Expense Ratio | 0.74 | 1.00 | 74% |
| Annual Report Gross Expense Ratio | 0.75 | 1.10 | 68% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 12.064 | 8.535 | 141% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 981M | 2,477% |
| Annual Yield % from dividends | 0.84 | 1.48 | 57% |
| Returns for 1 year | 3.02 | 2.79 | 108% |
| Returns for 3 years | 25.20 | 23.62 | 107% |
| Returns for 5 years | 55.40 | 51.20 | 108% |
| Returns for 10 years | 59.55 | 27.13 | 219% |
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