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JVMTX vs MCRFX
JVMTX vs MCRFX Comparison
Open Charts JVMTX vs MCRFX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
BlackRock Mid-Cap Value Investor C
Price$14.03
Change-$1.06 (-7.02%)
VolumeN/A
Net Assets1.03B
JVMTX vs MCRFX Comparison Chart in %
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JVMTX vs. MCRFX commentary
Feb 04, 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 MCRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. MCRFX (1.03B). MCRFX pays higher dividends than JVMTX: MCRFX (1.88) vs JVMTX (0.60). JVMTX was incepted earlier than MCRFX: JVMTX (13 years) vs MCRFX (31 years). MCRFX (1.92) is less costly to investors than JVMTX (1.10). 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 : 4.79 vs. MCRFX (-0.75). JVMTX return over 5 years is better than : 22.28 vs. MCRFX (-2.69).
| JVMTX | MCRFX | JVMTX / MCRFX | |
| Total Expense Ratio | 0.99 | 1.75 | 57% |
| Annual Report Gross Expense Ratio | 1.10 | 1.92 | 57% |
| Fund Existence | 13 years | 31 years | - |
| Gain YTD | 5.177 | 4.003 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.03B | 2,398% |
| Annual Yield % from dividends | 0.60 | 1.88 | 32% |
| Returns for 1 year | 4.79 | -0.75 | -639% |
| Returns for 3 years | 11.22 | -3.17 | -354% |
| Returns for 5 years | 22.28 | -2.69 | -828% |
| Returns for 10 years | 76.80 | 18.12 | 424% |
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