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JVMTX vs MCRFX
JVMTX vs MCRFX Comparison
Open Charts JVMTX vs MCRFX
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
BlackRock Mid-Cap Value Investor C
Price$14.91
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets974.13M
JVMTX vs MCRFX Comparison Chart in %
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JVMTX vs. MCRFX commentary
Jul 27, 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 MCRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. MCRFX (974M). MCRFX pays higher dividends than JVMTX: MCRFX (1.67) vs JVMTX (0.65). JVMTX was incepted earlier than MCRFX: JVMTX (12 years) vs MCRFX (31 years). MCRFX (1.89) is less costly to investors than JVMTX (1.11). MCRFX is a more actively managed with annual turnover of: 62.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than MCRFX: JVMTX (0) vs MCRFX (1000). JVMTX annual gain was more profitable for investors over the last year : 1.07 vs. MCRFX (-0.98). JVMTX return over 5 years is better than : 57.29 vs. MCRFX (34.73).
| JVMTX | MCRFX | JVMTX / MCRFX | |
| Total Expense Ratio | 1.00 | 1.75 | 57% |
| Annual Report Gross Expense Ratio | 1.11 | 1.89 | 59% |
| Fund Existence | 12 years | 31 years | - |
| Gain YTD | 9.253 | 5.670 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 974M | 2,372% |
| Annual Yield % from dividends | 0.65 | 1.67 | 39% |
| Returns for 1 year | 1.07 | -0.98 | -109% |
| Returns for 3 years | 21.15 | 11.70 | 181% |
| Returns for 5 years | 57.29 | 34.73 | 165% |
| Returns for 10 years | 48.90 | -6.42 | -761% |
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