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JVMTX vs MARFX
JVMTX vs MARFX Comparison
Open Charts JVMTX vs MARFX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
BlackRock Mid-Cap Value Institutional
Price$23.76
Change-$0.45 (-1.86%)
VolumeN/A
Net Assets1.03B
JVMTX vs MARFX Comparison Chart in %
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JVMTX vs. MARFX commentary
Feb 04, 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 JVMTX is a Buy and MARFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. MARFX (1.03B). MARFX pays higher dividends than JVMTX: MARFX (1.76) vs JVMTX (0.60). JVMTX was incepted earlier than MARFX: JVMTX (13 years) vs MARFX (31 years). JVMTX (1.10) is less costly to investors than MARFX (0.84). MARFX is a more actively managed with annual turnover of: 62.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than MARFX: JVMTX (0) vs MARFX (2000000). MARFX annual gain was more profitable for investors over the last year : 6.27 vs. JVMTX (4.79). JVMTX return over 5 years is better than : 22.28 vs. MARFX (20.82).
| JVMTX | MARFX | JVMTX / MARFX | |
| Total Expense Ratio | 0.99 | 0.75 | 132% |
| Annual Report Gross Expense Ratio | 1.10 | 0.84 | 131% |
| Fund Existence | 13 years | 31 years | - |
| Gain YTD | 5.177 | 4.119 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.03B | 2,398% |
| Annual Yield % from dividends | 0.60 | 1.76 | 34% |
| Returns for 1 year | 4.79 | 6.27 | 76% |
| Returns for 3 years | 11.22 | 11.38 | 99% |
| Returns for 5 years | 22.28 | 20.82 | 107% |
| Returns for 10 years | 76.80 | 68.60 | 112% |