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JVMAX vs OVEAX
JVMAX vs OVEAX Comparison
Open Charts JVMAX vs OVEAX
JHancock Disciplined Value Mid Cap A
Price$23.24
Change-$0.27 (-1.15%)
VolumeN/A
Net Assets19.66B
Sterling Capital Mid Value A
Price$13.39
Change-$0.13 (-0.96%)
VolumeN/A
Net Assets25.4M
JVMAX vs OVEAX Comparison Chart
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JVMAX vs. OVEAX commentary
Apr 18, 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 StrongBuy and OVEAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.7B vs. OVEAX (25.4M). JVMAX pays higher dividends than OVEAX: JVMAX (0.61) vs OVEAX (0.26). JVMAX was incepted earlier than OVEAX: JVMAX (28 years) vs OVEAX (29 years). OVEAX (1.16) and JVMAX (1.13) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 47.00 vs. OVEAX (19.99). OVEAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX (1000) and OVEAX (1000) have matching initial minimum investment requirements. OVEAX annual gain was more profitable for investors over the last year : -7.14 vs. JVMAX (-11.24). JVMAX return over 5 years is better than : 47.12 vs. OVEAX (17.19).
| JVMAX | OVEAX | JVMAX / OVEAX | |
| Total Expense Ratio | 1.12 | 1.16 | 97% |
| Annual Report Gross Expense Ratio | 1.13 | 1.16 | 97% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | -7.514 | -5.622 | 134% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 25.4M | 77,559% |
| Annual Yield % from dividends | 0.61 | 0.26 | 240% |
| Returns for 1 year | -11.24 | -7.14 | 158% |
| Returns for 3 years | -8.00 | -29.68 | 27% |
| Returns for 5 years | 47.12 | 17.19 | 274% |
| Returns for 10 years | 20.65 | -30.92 | -67% |
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