Interact to see
Advertisement
Advertisement
JVMTX vs MDRFX
JVMTX vs MDRFX Comparison
Open Charts JVMTX vs MDRFX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
BlackRock Mid-Cap Value Investor A
Price$21.90
Change-$0.56 (-2.49%)
VolumeN/A
Net Assets1.03B
JVMTX vs MDRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. MDRFX 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 MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. MDRFX (1.03B). MDRFX pays higher dividends than JVMTX: MDRFX (1.67) vs JVMTX (0.60). JVMTX was incepted earlier than MDRFX: JVMTX (13 years) vs MDRFX (31 years). JVMTX (1.10) and MDRFX (1.09) have similar cost to investors . MDRFX is a more actively managed with annual turnover of: 62.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than MDRFX: JVMTX (0) vs MDRFX (1000). MDRFX annual gain was more profitable for investors over the last year : 5.20 vs. JVMTX (4.79). JVMTX return over 5 years is better than : 22.28 vs. MDRFX (16.64).
| JVMTX | MDRFX | JVMTX / MDRFX | |
| Total Expense Ratio | 0.99 | 1.00 | 99% |
| Annual Report Gross Expense Ratio | 1.10 | 1.09 | 101% |
| Fund Existence | 13 years | 31 years | - |
| Gain YTD | 5.177 | 4.038 | 128% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.03B | 2,403% |
| Annual Yield % from dividends | 0.60 | 1.67 | 36% |
| Returns for 1 year | 4.79 | 5.20 | 92% |
| Returns for 3 years | 11.22 | 8.94 | 125% |
| Returns for 5 years | 22.28 | 16.64 | 134% |
| Returns for 10 years | 76.80 | 58.74 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement