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JVMAX vs OVEAX
JVMAX vs OVEAX Comparison
Open Charts JVMAX vs OVEAX
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
Sterling Capital Mid Value A
Price$14.73
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets44.96M
JVMAX vs OVEAX Comparison Chart
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JVMAX vs. OVEAX commentary
Jan 19, 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 JVMAX is a Hold and OVEAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. OVEAX (45M). JVMAX pays higher dividends than OVEAX: JVMAX (0.67) vs OVEAX (0.37). JVMAX was incepted earlier than OVEAX: JVMAX (28 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 : 4.82 vs. OVEAX (3.05). JVMAX return over 5 years is better than : 23.77 vs. OVEAX (-8.50).
| JVMAX | OVEAX | JVMAX / OVEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 3.777 | 2.791 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 45M | 51,333% |
| Annual Yield % from dividends | 0.67 | 0.37 | 180% |
| Returns for 1 year | 4.82 | 3.05 | 158% |
| Returns for 3 years | -0.09 | -23.33 | 0% |
| Returns for 5 years | 23.77 | -8.50 | -279% |
| Returns for 10 years | 42.53 | -18.72 | -227% |
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