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JVMTX vs MCMVX
JVMTX vs MCMVX Comparison
Open Charts JVMTX vs MCMVX
JHancock Disciplined Value Mid Cap R4
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Monongahela All Cap Value
Price$21.11
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets39.88M
JVMTX vs MCMVX Comparison Chart in %
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JVMTX vs. MCMVX commentary
Dec 28, 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 Hold and MCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. MCMVX (39.9M). MCMVX pays higher dividends than JVMTX: MCMVX (0.94) vs JVMTX (0.61). 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 : 4.11 vs. JVMTX (2.35). MCMVX return over 5 years is better than : 33.71 vs. JVMTX (23.38).
| 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 | 3.567 | 5.868 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 39.9M | 59,900% |
| Annual Yield % from dividends | 0.61 | 0.94 | 65% |
| Returns for 1 year | 2.35 | 4.11 | 57% |
| Returns for 3 years | 15.93 | 29.37 | 54% |
| Returns for 5 years | 23.38 | 33.71 | 69% |
| Returns for 10 years | 48.70 | 116.29 | 42% |
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