JVMSX
Price
$28.62
Change
+$0.15 (+0.53%)
Updated
Jan 14 closing price
Net Assets
24.62B
MXMVX
Price
$14.72
Change
+$0.05 (+0.34%)
Updated
Jan 14 closing price
Net Assets
1.21B
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JVMSX vs MXMVX

Header iconJVMSX vs MXMVX Comparison
Open Charts JVMSX vs MXMVXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets24.62B
Empower Mid Cap Value I
Price$14.72
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.21B
JVMSX vs MXMVX Comparison Chart in %
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JVMSX vs. MXMVX commentary
Jan 15, 2026

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 MXMVX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.6B vs. MXMVX (1.21B). MXMVX pays higher dividends than JVMSX: MXMVX (4.31) vs JVMSX (0.38). JVMSX was incepted earlier than MXMVX: JVMSX (14 years) vs MXMVX (18 years). JVMSX (1.25) is less costly to investors than MXMVX (1.13). MXMVX is a more actively managed with annual turnover of: 211.00 vs. JVMSX (49.00). JVMSX (0) and MXMVX (0) have matching initial minimum investment requirements. MXMVX annual gain was more profitable for investors over the last year : 12.06 vs. JVMSX (6.40). MXMVX return over 5 years is better than : 52.53 vs. JVMSX (18.03).
JVMSXMXMVXJVMSX / MXMVX
Total Expense Ratio1.241.05118%
Annual Report Gross Expense Ratio1.251.13111%
Fund Existence14 years18 years-
Gain YTD4.2484.40796%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets24.6B1.21B2,035%
Annual Yield % from dividends0.384.319%
Returns for 1 year6.4012.0653%
Returns for 3 years12.6938.8833%
Returns for 5 years18.0352.5334%
Returns for 10 years68.90138.7150%
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