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JVMSX vs MARFX
JVMSX vs MARFX Comparison
Open Charts JVMSX vs MARFX
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
BlackRock Mid-Cap Value Institutional
Price$23.87
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets974.13M
JVMSX vs MARFX Comparison Chart in %
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JVMSX vs. MARFX 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 JVMSX is a StrongBuy and MARFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. MARFX (974M). MARFX pays higher dividends than JVMSX: MARFX (1.72) vs JVMSX (0.42). JVMSX was incepted earlier than MARFX: JVMSX (13 years) vs MARFX (31 years). JVMSX (1.26) is less costly to investors than MARFX (0.83). 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 : 3.63 vs. JVMSX (0.75). MARFX return over 5 years is better than : 59.17 vs. JVMSX (55.91).
| JVMSX | MARFX | JVMSX / MARFX | |
| Total Expense Ratio | 1.25 | 0.75 | 167% |
| Annual Report Gross Expense Ratio | 1.26 | 0.83 | 152% |
| Fund Existence | 13 years | 31 years | - |
| Gain YTD | 9.064 | 7.164 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 974M | 2,372% |
| Annual Yield % from dividends | 0.42 | 1.72 | 24% |
| Returns for 1 year | 0.75 | 3.63 | 21% |
| Returns for 3 years | 20.42 | 22.22 | 92% |
| Returns for 5 years | 55.91 | 59.17 | 94% |
| Returns for 10 years | 46.42 | 28.61 | 162% |
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