JVMSX
Price
$27.75
Change
+$0.04 (+0.14%)
Updated
Dec 26 closing price
Net Assets
23.95B
MCRFX
Price
$13.64
Change
+$0.01 (+0.07%)
Updated
Dec 26 closing price
Net Assets
998.67M
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JVMSX vs MCRFX

Header iconJVMSX vs MCRFX Comparison
Open Charts JVMSX vs MCRFXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
BlackRock Mid-Cap Value Investor C
Price$13.64
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets998.67M
JVMSX vs MCRFX Comparison Chart in %
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JVMSX vs. MCRFX 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 MCRFX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. MCRFX (999M). MCRFX pays higher dividends than JVMSX: MCRFX (1.50) vs JVMSX (0.40). JVMSX was incepted earlier than MCRFX: JVMSX (14 years) vs MCRFX (31 years). MCRFX (1.92) is less costly to investors than JVMSX (1.25). 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 : 2.29 vs. MCRFX (-4.27). JVMSX return over 5 years is better than : 22.25 vs. MCRFX (-0.32).
JVMSXMCRFXJVMSX / MCRFX
Total Expense Ratio1.241.7571%
Annual Report Gross Expense Ratio1.251.9265%
Fund Existence14 years31 years-
Gain YTD3.506-3.331-105%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B999M2,392%
Annual Yield % from dividends0.401.5026%
Returns for 1 year2.29-4.27-53%
Returns for 3 years15.220.722,114%
Returns for 5 years22.25-0.32-7,059%
Returns for 10 years46.260.627,519%
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