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JVMAX vs SDVRX
JVMAX vs SDVRX Comparison
Open Charts JVMAX vs SDVRX
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.73B
PGIM Quant Solutions Mid-Cap Val R
Price$24.36
Change-$0.31 (-1.26%)
VolumeN/A
Net Assets159.16M
JVMAX vs SDVRX Comparison Chart
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JVMAX vs. SDVRX commentary
Jun 14, 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 Buy and SDVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. SDVRX (159M). SDVRX pays higher dividends than JVMAX: SDVRX (1.14) vs JVMAX (0.60). JVMAX was incepted earlier than SDVRX: JVMAX (28 years) vs SDVRX (10 years). SDVRX (5.93) is less costly to investors than JVMAX (1.13). SDVRX is a more actively managed with annual turnover of: 97.00 vs. JVMAX (47.00). SDVRX has a lower initial minimum investment than JVMAX: SDVRX (0) vs JVMAX (1000). SDVRX annual gain was more profitable for investors over the last year : 7.08 vs. JVMAX (-2.54). SDVRX return over 5 years is better than : 89.30 vs. JVMAX (50.75).
| JVMAX | SDVRX | JVMAX / SDVRX | |
| Total Expense Ratio | 1.12 | 1.45 | 77% |
| Annual Report Gross Expense Ratio | 1.13 | 5.93 | 19% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 3.580 | 0.162 | 2,204% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 159M | 13,648% |
| Annual Yield % from dividends | 0.60 | 1.14 | 52% |
| Returns for 1 year | -2.54 | 7.08 | -36% |
| Returns for 3 years | 16.43 | 24.29 | 68% |
| Returns for 5 years | 50.75 | 89.30 | 57% |
| Returns for 10 years | 33.14 | 28.28 | 117% |
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