JVMTX
Price
$28.75
Change
+$0.15 (+0.52%)
Updated
Jan 14 closing price
Net Assets
24.68B
MARFX
Price
$23.81
Change
+$0.15 (+0.63%)
Updated
Jan 14 closing price
Net Assets
1.03B
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JVMTX vs MARFX

Header iconJVMTX vs MARFX Comparison
Open Charts JVMTX vs MARFXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
BlackRock Mid-Cap Value Institutional
Price$23.81
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets1.03B
JVMTX vs MARFX Comparison Chart in %
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JVMTX vs. MARFX 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 JVMTX is a Hold and MARFX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. MARFX (1.04B). MARFX pays higher dividends than JVMTX: MARFX (1.81) vs JVMTX (0.62). 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 : 8.78 vs. JVMTX (6.04). MARFX (21.89) and JVMTX (21.31) have equivalent 5 years return.
JVMTXMARFXJVMTX / MARFX
Total Expense Ratio0.990.75132%
Annual Report Gross Expense Ratio1.100.84131%
Fund Existence13 years31 years-
Gain YTD4.8124.338111%
Front LoadN/AN/A-
Min. Initial Investment02000000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.7B1.04B2,386%
Annual Yield % from dividends0.621.8134%
Returns for 1 year6.048.7869%
Returns for 3 years14.2414.31100%
Returns for 5 years21.3121.8997%
Returns for 10 years73.1371.07103%
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