JVMSX
Price
$27.75
Change
+$0.04 (+0.14%)
Updated
Dec 26 closing price
Net Assets
23.95B
MVCHX
Price
$30.29
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
16.83B
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JVMSX vs MVCHX

Header iconJVMSX vs MVCHX Comparison
Open Charts JVMSX vs MVCHXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
MFS Mid Cap Value R3
Price$30.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.83B
JVMSX vs MVCHX Comparison Chart in %
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JVMSX vs. MVCHX 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 MVCHX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. MVCHX (16.8B). MVCHX pays higher dividends than JVMSX: MVCHX (0.83) vs JVMSX (0.40). JVMSX was incepted earlier than MVCHX: JVMSX (14 years) vs MVCHX (21 years). JVMSX (1.25) is less costly to investors than MVCHX (1.00). JVMSX is a more actively managed with annual turnover of: 49.00 vs. MVCHX (24.00). JVMSX (0) and MVCHX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.29 vs. MVCHX (-1.82). MVCHX return over 5 years is better than : 25.38 vs. JVMSX (22.25).
JVMSXMVCHXJVMSX / MVCHX
Total Expense Ratio1.240.99125%
Annual Report Gross Expense Ratio1.251.00125%
Fund Existence14 years21 years-
Gain YTD3.506-0.721-486%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B16.8B142%
Annual Yield % from dividends0.400.8348%
Returns for 1 year2.29-1.82-126%
Returns for 3 years15.2213.84110%
Returns for 5 years22.2525.3888%
Returns for 10 years46.2675.4961%
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