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JVMSX vs MXMVX
JVMSX vs MXMVX Comparison
Open Charts JVMSX vs MXMVX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Empower Mid Cap Value I
Price$13.62
Change-$0.20 (-1.45%)
VolumeN/A
Net Assets894.66M
JVMSX vs MXMVX Comparison Chart
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JVMSX vs. MXMVX commentary
Jun 16, 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 MXMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. MXMVX (895M). MXMVX pays higher dividends than JVMSX: MXMVX (7.89) vs JVMSX (0.43). JVMSX was incepted earlier than MXMVX: JVMSX (13 years) vs MXMVX (17 years). JVMSX (1.26) is less costly to investors than MXMVX (1.13). MXMVX is a more actively managed with annual turnover of: 211.00 vs. JVMSX (47.00). JVMSX (0) and MXMVX (0) have matching initial minimum investment requirements. MXMVX annual gain was more profitable for investors over the last year : 6.81 vs. JVMSX (-3.29). MXMVX return over 5 years is better than : 79.13 vs. JVMSX (50.13).
| JVMSX | MXMVX | JVMSX / MXMVX | |
| Total Expense Ratio | 1.25 | 1.05 | 119% |
| Annual Report Gross Expense Ratio | 1.26 | 1.13 | 112% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 2.313 | -1.089 | -212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 895M | 2,402% |
| Annual Yield % from dividends | 0.43 | 7.89 | 5% |
| Returns for 1 year | -3.29 | 6.81 | -48% |
| Returns for 3 years | 15.80 | 31.44 | 50% |
| Returns for 5 years | 50.13 | 79.13 | 63% |
| Returns for 10 years | 33.43 | 76.18 | 44% |
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