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JVMSX vs MDRFX
JVMSX vs MDRFX Comparison
Open Charts JVMSX vs MDRFX
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
BlackRock Mid-Cap Value Investor A
Price$21.25
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets997.22M
JVMSX vs MDRFX Comparison Chart in %
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JVMSX vs. MDRFX commentary
Dec 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 Hold and MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. MDRFX (997M). MDRFX pays higher dividends than JVMSX: MDRFX (1.45) vs JVMSX (0.40). JVMSX was incepted earlier than MDRFX: JVMSX (14 years) vs MDRFX (31 years). JVMSX (1.25) is less costly to investors than MDRFX (1.09). MDRFX is a more actively managed with annual turnover of: 62.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than MDRFX: JVMSX (0) vs MDRFX (1000). JVMSX annual gain was more profitable for investors over the last year : 2.33 vs. MDRFX (1.87). JVMSX return over 5 years is better than : 22.07 vs. MDRFX (19.52).
| JVMSX | MDRFX | JVMSX / MDRFX | |
| Total Expense Ratio | 1.24 | 1.00 | 124% |
| Annual Report Gross Expense Ratio | 1.25 | 1.09 | 115% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 3.357 | 2.505 | 134% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 997M | 2,397% |
| Annual Yield % from dividends | 0.40 | 1.45 | 27% |
| Returns for 1 year | 2.33 | 1.87 | 124% |
| Returns for 3 years | 15.34 | 13.66 | 112% |
| Returns for 5 years | 22.07 | 19.52 | 113% |
| Returns for 10 years | 47.11 | 35.90 | 131% |
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