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JVMTX vs MJRFX
JVMTX vs MJRFX Comparison
Open Charts JVMTX vs MJRFX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
BlackRock Mid-Cap Value K
Price$24.09
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets978.47M
JVMTX vs MJRFX Comparison Chart in %
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JVMTX vs. MJRFX commentary
Jul 07, 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 MJRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. MJRFX (978M). MJRFX pays higher dividends than JVMTX: MJRFX (1.77) vs JVMTX (0.65). JVMTX was incepted earlier than MJRFX: JVMTX (12 years) vs MJRFX (7 years). JVMTX (1.11) is less costly to investors than MJRFX (0.73). MJRFX is a more actively managed with annual turnover of: 62.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than MJRFX: JVMTX (0) vs MJRFX (5000000). MJRFX annual gain was more profitable for investors over the last year : 4.21 vs. JVMTX (3.31). MJRFX (62.81) and JVMTX (61.96) have equivalent 5 years return.
| JVMTX | MJRFX | JVMTX / MJRFX | |
| Total Expense Ratio | 1.00 | 0.70 | 143% |
| Annual Report Gross Expense Ratio | 1.11 | 0.73 | 152% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 8.361 | 7.545 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 978M | 2,311% |
| Annual Yield % from dividends | 0.65 | 1.77 | 37% |
| Returns for 1 year | 3.31 | 4.21 | 79% |
| Returns for 3 years | 23.47 | 20.80 | 113% |
| Returns for 5 years | 61.96 | 62.81 | 99% |
| Returns for 10 years | 46.97 | N/A | - |
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