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JVMAX vs OVEIX
JVMAX vs OVEIX Comparison
Open Charts JVMAX vs OVEIX
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.62B
Sterling Capital Mid Value I
Price$14.00
Change+$0.09 (+0.65%)
VolumeN/A
Net Assets25.25M
JVMAX vs OVEIX Comparison Chart
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JVMAX vs. OVEIX commentary
Apr 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 StrongBuy and OVEIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.6B vs. OVEIX (25.3M). JVMAX pays higher dividends than OVEIX: JVMAX (0.61) vs OVEIX (0.54). JVMAX was incepted earlier than OVEIX: JVMAX (28 years) vs OVEIX (29 years). JVMAX (1.13) is less costly to investors than OVEIX (0.91). JVMAX is a more actively managed with annual turnover of: 47.00 vs. OVEIX (19.99). JVMAX has a lower initial minimum investment than OVEIX: JVMAX (1000) vs OVEIX (1000000). OVEIX annual gain was more profitable for investors over the last year : -6.86 vs. JVMAX (-10.96). JVMAX return over 5 years is better than : 46.80 vs. OVEIX (19.88).
| JVMAX | OVEIX | JVMAX / OVEIX | |
| Total Expense Ratio | 1.12 | 0.91 | 123% |
| Annual Report Gross Expense Ratio | 1.13 | 0.91 | 124% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | -7.710 | -5.877 | 131% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6B | 25.3M | 77,470% |
| Annual Yield % from dividends | 0.61 | 0.54 | 113% |
| Returns for 1 year | -10.96 | -6.86 | 160% |
| Returns for 3 years | -8.30 | -28.37 | 29% |
| Returns for 5 years | 46.80 | 19.88 | 235% |
| Returns for 10 years | 19.44 | -28.36 | -69% |
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