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JVMAX vs OVEAX
JVMAX vs OVEAX Comparison
Open Charts JVMAX vs OVEAX
JHancock Disciplined Value Mid Cap A
Price$29.70
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
Sterling Capital Mid Value A
Price$16.19
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVMAX vs OVEAX Comparison Chart
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JVMAX vs. OVEAX commentary
Oct 18, 2024
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 JVMAX is a Buy and OVEAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. OVEAX (47.9M). JVMAX pays higher dividends than OVEAX: JVMAX (0.67) vs OVEAX (0.37). JVMAX was incepted earlier than OVEAX: JVMAX (27 years) vs OVEAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. OVEAX (19.99). JVMAX (1000) and OVEAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 21.79 vs. OVEAX (10.90). JVMAX return over 5 years is better than : 48.38 vs. OVEAX (3.50).
| JVMAX | OVEAX | JVMAX / OVEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | 14.159 | 9.097 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 47.9M | 49,896% |
| Annual Yield % from dividends | 0.67 | 0.37 | 180% |
| Returns for 1 year | 21.79 | 10.90 | 200% |
| Returns for 3 years | 8.78 | -21.83 | -40% |
| Returns for 5 years | 48.38 | 3.50 | 1,384% |
| Returns for 10 years | 72.72 | -9.66 | -753% |
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