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JVMSX vs MDRFX
JVMSX vs MDRFX Comparison
Open Charts JVMSX vs MDRFX
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
BlackRock Mid-Cap Value Investor A
Price$22.16
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets974.13M
JVMSX vs MDRFX Comparison Chart in %
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JVMSX vs. MDRFX 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 MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. MDRFX (974M). MDRFX pays higher dividends than JVMSX: MDRFX (1.61) vs JVMSX (0.42). JVMSX was incepted earlier than MDRFX: JVMSX (13 years) vs MDRFX (31 years). JVMSX (1.26) 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 : 2.91 vs. JVMSX (0.75). JVMSX (55.91) and MDRFX (54.69) have equivalent 5 years return.
| JVMSX | MDRFX | JVMSX / MDRFX | |
| Total Expense Ratio | 1.25 | 1.00 | 125% |
| Annual Report Gross Expense Ratio | 1.26 | 1.10 | 115% |
| Fund Existence | 13 years | 31 years | - |
| Gain YTD | 9.064 | 6.895 | 131% |
| Front Load | N/A | 5% | - |
| 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 | 1.61 | 26% |
| Returns for 1 year | 0.75 | 2.91 | 26% |
| Returns for 3 years | 20.42 | 20.36 | 100% |
| Returns for 5 years | 55.91 | 54.69 | 102% |
| Returns for 10 years | 46.42 | 21.82 | 213% |
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