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JVMTX vs MCMVX
JVMTX vs MCMVX Comparison
Open Charts JVMTX vs MCMVX
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
Monongahela All Cap Value
Price$21.94
Change+$0.21 (+0.97%)
VolumeN/A
Net Assets38.94M
JVMTX vs MCMVX Comparison Chart in %
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JVMTX vs. MCMVX commentary
Dec 04, 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 Buy and MCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. MCMVX (38.9M). MCMVX pays higher dividends than JVMTX: MCMVX (0.94) vs JVMTX (0.61). JVMTX was incepted earlier than MCMVX: JVMTX (12 years) vs MCMVX (12 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 : -1.57 vs. JVMTX (-6.05). MCMVX return over 5 years is better than : 40.03 vs. JVMTX (32.95).
| JVMTX | MCMVX | JVMTX / MCMVX | |
| Total Expense Ratio | 0.99 | 0.85 | 116% |
| Annual Report Gross Expense Ratio | 1.10 | 1.70 | 65% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 11.891 | 8.977 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 38.9M | 62,982% |
| Annual Yield % from dividends | 0.61 | 0.94 | 65% |
| Returns for 1 year | -6.05 | -1.57 | 385% |
| Returns for 3 years | 14.12 | 24.83 | 57% |
| Returns for 5 years | 32.95 | 40.03 | 82% |
| Returns for 10 years | 48.86 | 120.66 | 40% |
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