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JVMSX vs MCVRX
JVMSX vs MCVRX Comparison
Open Charts JVMSX vs MCVRX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
JVMSX vs MCVRX Comparison Chart in %
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JVMSX vs. MCVRX commentary
Aug 17, 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 Buy and MCVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. MCVRX (17.1B). MCVRX pays higher dividends than JVMSX: MCVRX (0.62) vs JVMSX (0.41). JVMSX was incepted earlier than MCVRX: JVMSX (13 years) vs MCVRX (22 years). JVMSX (1.26) and MCVRX (1.25) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 49.00 vs. MCVRX (27.00). JVMSX (0) and MCVRX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. MCVRX (-4.02). JVMSX (48.09) and MCVRX (47.02) have equivalent 5 years return.
| JVMSX | MCVRX | JVMSX / MCVRX | |
| Total Expense Ratio | 1.25 | 1.24 | 101% |
| Annual Report Gross Expense Ratio | 1.26 | 1.25 | 101% |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 8.728 | 3.152 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 17.1B | 138% |
| Annual Yield % from dividends | 0.41 | 0.62 | 66% |
| Returns for 1 year | 0.34 | -4.02 | -8% |
| Returns for 3 years | 10.96 | 7.02 | 156% |
| Returns for 5 years | 48.09 | 47.02 | 102% |
| Returns for 10 years | 41.60 | 60.99 | 68% |
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