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JVMTX vs MCMVX
JVMTX vs MCMVX Comparison
Open Charts JVMTX vs MCMVX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Monongahela All Cap Value
Price$22.11
Change+$0.86 (+4.05%)
VolumeN/A
Net Assets42.16M
JVMTX vs MCMVX Comparison Chart in %
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JVMTX vs. MCMVX commentary
Feb 05, 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 MCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. MCMVX (42.2M). MCMVX pays higher dividends than JVMTX: MCMVX (1.12) vs JVMTX (0.60). JVMTX was incepted earlier than MCMVX: JVMTX (13 years) vs MCMVX (13 years). MCMVX (1.70) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. MCMVX (23.00). JVMTX has a lower initial minimum investment than MCMVX: JVMTX (0) vs MCMVX (5000). MCMVX annual gain was more profitable for investors over the last year : 9.24 vs. JVMTX (4.79). MCMVX return over 5 years is better than : 32.31 vs. JVMTX (22.28).
| JVMTX | MCMVX | JVMTX / MCMVX | |
| Total Expense Ratio | 0.99 | 0.85 | 116% |
| Annual Report Gross Expense Ratio | 1.10 | 1.70 | 65% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 5.177 | 7.591 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 42.2M | 58,531% |
| Annual Yield % from dividends | 0.60 | 1.12 | 53% |
| Returns for 1 year | 4.79 | 9.24 | 52% |
| Returns for 3 years | 11.22 | 28.67 | 39% |
| Returns for 5 years | 22.28 | 32.31 | 69% |
| Returns for 10 years | 76.80 | 149.24 | 51% |
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