JVMTX
Price
$28.75
Change
+$0.15 (+0.52%)
Updated
Jan 14 closing price
Net Assets
24.68B
MVCGX
Price
$27.90
Change
+$0.13 (+0.47%)
Updated
Jan 14 closing price
Net Assets
17.13B
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JVMTX vs MVCGX

Header iconJVMTX vs MVCGX Comparison
Open Charts JVMTX vs MVCGXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
MFS Mid Cap Value R1
Price$27.90
Change+$0.13 (+0.47%)
VolumeN/A
Net Assets17.13B
JVMTX vs MVCGX Comparison Chart in %
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JVMTX vs. MVCGX commentary
Jan 15, 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 Hold and MVCGX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. MVCGX (17.1B). MVCGX pays higher dividends than JVMTX: MVCGX (0.66) vs JVMTX (0.62). JVMTX was incepted earlier than MVCGX: JVMTX (13 years) vs MVCGX (21 years). MVCGX (1.75) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. MVCGX (24.00). JVMTX (0) and MVCGX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 6.04 vs. MVCGX (0.95). JVMTX return over 5 years is better than : 21.31 vs. MVCGX (16.70).
JVMTXMVCGXJVMTX / MVCGX
Total Expense Ratio0.991.7457%
Annual Report Gross Expense Ratio1.101.7563%
Fund Existence13 years21 years-
Gain YTD4.8123.988121%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets24.7B17.1B144%
Annual Yield % from dividends0.620.6694%
Returns for 1 year6.040.95636%
Returns for 3 years14.248.02178%
Returns for 5 years21.3116.70128%
Returns for 10 years73.1382.6289%
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