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JVMSX vs MCRFX
JVMSX vs MCRFX Comparison
Open Charts JVMSX vs MCRFX
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
BlackRock Mid-Cap Value Investor C
Price$14.91
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets974.13M
JVMSX vs MCRFX Comparison Chart in %
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JVMSX vs. MCRFX 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 MCRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. MCRFX (974M). MCRFX pays higher dividends than JVMSX: MCRFX (1.67) vs JVMSX (0.42). JVMSX was incepted earlier than MCRFX: JVMSX (13 years) vs MCRFX (31 years). MCRFX (1.89) is less costly to investors than JVMSX (1.26). MCRFX is a more actively managed with annual turnover of: 62.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than MCRFX: JVMSX (0) vs MCRFX (1000). JVMSX annual gain was more profitable for investors over the last year : 0.75 vs. MCRFX (-0.98). JVMSX return over 5 years is better than : 55.91 vs. MCRFX (34.73).
| JVMSX | MCRFX | JVMSX / MCRFX | |
| Total Expense Ratio | 1.25 | 1.75 | 71% |
| Annual Report Gross Expense Ratio | 1.26 | 1.89 | 67% |
| Fund Existence | 13 years | 31 years | - |
| Gain YTD | 9.064 | 5.670 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 974M | 2,372% |
| Annual Yield % from dividends | 0.42 | 1.67 | 25% |
| Returns for 1 year | 0.75 | -0.98 | -77% |
| Returns for 3 years | 20.42 | 11.70 | 175% |
| Returns for 5 years | 55.91 | 34.73 | 161% |
| Returns for 10 years | 46.42 | -6.42 | -723% |
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