Interact to see
Advertisement
Advertisement
JVMSX vs MARFX
JVMSX vs MARFX Comparison
Open Charts JVMSX vs MARFX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
BlackRock Mid-Cap Value Institutional
Price$23.08
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets998.67M
JVMSX vs MARFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. MARFX commentary
Dec 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 JVMSX is a Hold and MARFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. MARFX (999M). MARFX pays higher dividends than JVMSX: MARFX (1.56) vs JVMSX (0.40). JVMSX was incepted earlier than MARFX: JVMSX (14 years) vs MARFX (31 years). JVMSX (1.25) is less costly to investors than MARFX (0.84). MARFX is a more actively managed with annual turnover of: 62.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than MARFX: JVMSX (0) vs MARFX (2000000). MARFX annual gain was more profitable for investors over the last year : 2.61 vs. JVMSX (2.29). MARFX return over 5 years is better than : 23.87 vs. JVMSX (22.25).
| JVMSX | MARFX | JVMSX / MARFX | |
| Total Expense Ratio | 1.24 | 0.75 | 165% |
| Annual Report Gross Expense Ratio | 1.25 | 0.84 | 149% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 3.506 | 3.618 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 999M | 2,392% |
| Annual Yield % from dividends | 0.40 | 1.56 | 25% |
| Returns for 1 year | 2.29 | 2.61 | 88% |
| Returns for 3 years | 15.22 | 16.02 | 95% |
| Returns for 5 years | 22.25 | 23.87 | 93% |
| Returns for 10 years | 46.26 | 43.91 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PXF | 65.73 | 0.28 | +0.43% |
| Invesco RAFI Developed Markets ex-US ETF | |||
| HOCT | 23.83 | N/A | N/A |
| Innovator Premium Income 9 Buffer ETF - October | |||
| GIND | 26.26 | -0.11 | -0.41% |
| Goldman Sachs India Equity ETF | |||
| WTBN | 25.46 | -0.22 | -0.88% |
| WisdomTree Bianco Fixed Inc Ttl Ret ETF | |||
| PTF | 78.10 | -1.04 | -1.31% |
| Invesco Dorsey Wright Technology MomtETF | |||