JVMTX
Price
$30.18
Change
+$0.08 (+0.27%)
Updated
Sep 8 closing price
Net Assets
24.38B
MVCHX
Price
$32.14
Change
-$0.05 (-0.16%)
Updated
Sep 8 closing price
Net Assets
17.28B
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JVMTX vs MVCHX

Header iconJVMTX vs MVCHX Comparison
Open Charts JVMTX vs MVCHXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
MFS Mid Cap Value R3
Price$32.14
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets17.28B
JVMTX vs MVCHX Comparison Chart in %
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JVMTX vs. MVCHX commentary
Sep 09, 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 Buy and MVCHX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. MVCHX (17.3B). MVCHX pays higher dividends than JVMTX: MVCHX (0.84) vs JVMTX (0.62). JVMTX was incepted earlier than MVCHX: JVMTX (12 years) vs MVCHX (20 years). JVMTX (1.10) is less costly to investors than MVCHX (1.00). JVMTX is a more actively managed with annual turnover of: 49.00 vs. MVCHX (27.00). JVMTX (0) and MVCHX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 4.39 vs. MVCHX (-1.43). JVMTX (55.89) and MVCHX (54.55) have equivalent 5 years return.
JVMTXMVCHXJVMTX / MVCHX
Total Expense Ratio0.990.99100%
Annual Report Gross Expense Ratio1.101.00110%
Fund Existence12 years20 years-
Gain YTD12.1525.343227%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets24.4B17.3B141%
Annual Yield % from dividends0.620.8474%
Returns for 1 year4.39-1.43-307%
Returns for 3 years19.4214.54134%
Returns for 5 years55.8954.55102%
Returns for 10 years57.9479.9372%
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