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JVMTX vs MDRFX
JVMTX vs MDRFX Comparison
Open Charts JVMTX vs MDRFX
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
BlackRock Mid-Cap Value Investor A
Price$22.16
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets974.13M
JVMTX vs MDRFX Comparison Chart in %
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JVMTX vs. MDRFX 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 MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. MDRFX (974M). MDRFX pays higher dividends than JVMTX: MDRFX (1.61) vs JVMTX (0.65). JVMTX was incepted earlier than MDRFX: JVMTX (12 years) vs MDRFX (31 years). JVMTX (1.11) and MDRFX (1.10) 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 : 2.91 vs. JVMTX (1.07). JVMTX (57.29) and MDRFX (54.69) have equivalent 5 years return.
| JVMTX | MDRFX | JVMTX / MDRFX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.11 | 1.10 | 101% |
| Fund Existence | 12 years | 31 years | - |
| Gain YTD | 9.253 | 6.895 | 134% |
| Front Load | N/A | 5% | - |
| 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 | 1.61 | 40% |
| Returns for 1 year | 1.07 | 2.91 | 37% |
| Returns for 3 years | 21.15 | 20.36 | 104% |
| Returns for 5 years | 57.29 | 54.69 | 105% |
| Returns for 10 years | 48.90 | 21.82 | 224% |
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