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JVMSX vs MDRFX
JVMSX vs MDRFX Comparison
Open Charts JVMSX vs MDRFX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.3B
BlackRock Mid-Cap Value Investor A
Price$22.50
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets980.56M
JVMSX vs MDRFX Comparison Chart in %
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JVMSX vs. MDRFX commentary
Sep 07, 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 MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. MDRFX (981M). MDRFX pays higher dividends than JVMSX: MDRFX (1.48) 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 (1.10). 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). MDRFX annual gain was more profitable for investors over the last year : 2.79 vs. JVMSX (2.39). JVMSX (52.66) and MDRFX (51.20) have equivalent 5 years return.
| JVMSX | MDRFX | JVMSX / MDRFX | |
| Total Expense Ratio | 1.24 | 1.00 | 124% |
| Annual Report Gross Expense Ratio | 1.25 | 1.10 | 114% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 11.637 | 8.535 | 136% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 981M | 2,477% |
| Annual Yield % from dividends | 0.40 | 1.48 | 27% |
| Returns for 1 year | 2.39 | 2.79 | 86% |
| Returns for 3 years | 23.81 | 23.62 | 101% |
| Returns for 5 years | 52.66 | 51.20 | 103% |
| Returns for 10 years | 54.48 | 27.13 | 201% |
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