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JVMTX vs MCBVX
JVMTX vs MCBVX Comparison
Open Charts JVMTX vs MCBVX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JVMTX vs MCBVX Comparison Chart in %
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JVMTX vs. MCBVX commentary
Jul 07, 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 JVMTX is a StrongBuy and MCBVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. MCBVX (17.3B). JVMTX pays higher dividends than MCBVX: JVMTX (0.65) vs MCBVX (0.00). JVMTX was incepted earlier than MCBVX: JVMTX (12 years) vs MCBVX (24 years). MCBVX (1.75) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. MCBVX (27.00). JVMTX has a lower initial minimum investment than MCBVX: JVMTX (0) vs MCBVX (1000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. MCBVX (-0.24). JVMTX return over 5 years is better than : 61.96 vs. MCBVX (53.99).
| JVMTX | MCBVX | JVMTX / MCBVX | |
| Total Expense Ratio | 1.00 | 1.74 | 57% |
| Annual Report Gross Expense Ratio | 1.11 | 1.75 | 63% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 8.361 | 2.546 | 328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 17.3B | 131% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 3.31 | -0.24 | -1,394% |
| Returns for 3 years | 23.47 | 16.00 | 147% |
| Returns for 5 years | 61.96 | 53.99 | 115% |
| Returns for 10 years | 46.97 | 52.14 | 90% |
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