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JVMTX vs MJRFX
JVMTX vs MJRFX Comparison
Open Charts JVMTX vs MJRFX
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
BlackRock Mid-Cap Value K
Price$23.88
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets974.13M
JVMTX vs MJRFX Comparison Chart in %
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JVMTX vs. MJRFX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. MJRFX (974M). MJRFX pays higher dividends than JVMTX: MJRFX (1.77) vs JVMTX (0.65). JVMTX was incepted earlier than MJRFX: JVMTX (12 years) vs MJRFX (8 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 (49.00). 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 : 3.73 vs. JVMTX (1.07). MJRFX (59.64) and JVMTX (57.29) 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 | 8 years | - |
| Gain YTD | 9.253 | 7.226 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 974M | 2,372% |
| Annual Yield % from dividends | 0.65 | 1.77 | 37% |
| Returns for 1 year | 1.07 | 3.73 | 29% |
| Returns for 3 years | 21.15 | 22.45 | 94% |
| Returns for 5 years | 57.29 | 59.64 | 96% |
| Returns for 10 years | 48.90 | N/A | - |