JVMSX
Price
$27.71
Change
+$0.04 (+0.14%)
Updated
Dec 24 closing price
Net Assets
23.9B
MVCJX
Price
$30.70
Change
+$0.07 (+0.23%)
Updated
Dec 24 closing price
Net Assets
16.84B
Interact to see
Advertisement

JVMSX vs MVCJX

Header iconJVMSX vs MVCJX Comparison
Open Charts JVMSX vs MVCJXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
MFS Mid Cap Value R4
Price$30.70
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets16.84B
JVMSX vs MVCJX Comparison Chart in %
View a ticker or compare two or three
VS
JVMSX vs. MVCJX commentary
Dec 26, 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 MVCJX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. MVCJX (16.8B). MVCJX pays higher dividends than JVMSX: MVCJX (1.05) vs JVMSX (0.40). JVMSX was incepted earlier than MVCJX: JVMSX (14 years) vs MVCJX (21 years). JVMSX (1.25) is less costly to investors than MVCJX (0.75). JVMSX is a more actively managed with annual turnover of: 49.00 vs. MVCJX (24.00). JVMSX (0) and MVCJX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.33 vs. MVCJX (-1.51). MVCJX return over 5 years is better than : 27.10 vs. JVMSX (22.07).
JVMSXMVCJXJVMSX / MVCJX
Total Expense Ratio1.240.74168%
Annual Report Gross Expense Ratio1.250.75167%
Fund Existence14 years21 years-
Gain YTD3.357-0.583-576%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B16.8B142%
Annual Yield % from dividends0.401.0538%
Returns for 1 year2.33-1.51-154%
Returns for 3 years15.3414.98102%
Returns for 5 years22.0727.1081%
Returns for 10 years47.1181.1358%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BIB83.861.09
+1.32%
ProShares Ultra Nasdaq Biotechnology
BITQ21.410.05
+0.23%
Bitwise Crypto Industry Innovators ETF
IHDG48.690.07
+0.14%
WisdomTree Intl Hdgd Qual Div Gr ETF
VERS62.13N/A
N/A
ProShares Metaverse ETF
SBAR26.20-0.02
-0.08%
Simplify Barrier Income ETF