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JVMSX vs MCMVX
JVMSX vs MCMVX Comparison
Open Charts JVMSX vs MCMVX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Monongahela All Cap Value
Price$21.11
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets39.88M
JVMSX vs MCMVX Comparison Chart in %
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JVMSX vs. MCMVX commentary
Dec 28, 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 MCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. MCMVX (39.9M). MCMVX pays higher dividends than JVMSX: MCMVX (0.94) vs JVMSX (0.40). JVMSX was incepted earlier than MCMVX: JVMSX (14 years) vs MCMVX (13 years). MCMVX (1.70) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. MCMVX (23.00). JVMSX has a lower initial minimum investment than MCMVX: JVMSX (0) vs MCMVX (5000). MCMVX annual gain was more profitable for investors over the last year : 4.11 vs. JVMSX (2.29). MCMVX return over 5 years is better than : 33.71 vs. JVMSX (22.25).
| JVMSX | MCMVX | JVMSX / MCMVX | |
| Total Expense Ratio | 1.24 | 0.85 | 146% |
| Annual Report Gross Expense Ratio | 1.25 | 1.70 | 74% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 3.506 | 5.868 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 39.9M | 59,900% |
| Annual Yield % from dividends | 0.40 | 0.94 | 42% |
| Returns for 1 year | 2.29 | 4.11 | 56% |
| Returns for 3 years | 15.22 | 29.37 | 52% |
| Returns for 5 years | 22.25 | 33.71 | 66% |
| Returns for 10 years | 46.26 | 116.29 | 40% |
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