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JVMAX vs SDVRX
JVMAX vs SDVRX Comparison
Open Charts JVMAX vs SDVRX
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
PGIM Quant Solutions Mid-Cap Val R
Price$25.84
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets164.39M
JVMAX vs SDVRX Comparison Chart in %
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JVMAX vs. SDVRX commentary
Jul 05, 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: 22.6B vs. SDVRX (164M). SDVRX pays higher dividends than JVMAX: SDVRX (1.09) vs JVMAX (0.58). JVMAX was incepted earlier than SDVRX: JVMAX (28 years) vs SDVRX (11 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 (49.00). 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 : 12.28 vs. JVMAX (1.92). SDVRX return over 5 years is better than : 105.36 vs. JVMAX (58.28).
| 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 | 11 years | - |
| Gain YTD | 7.592 | 4.222 | 180% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 164M | 13,780% |
| Annual Yield % from dividends | 0.58 | 1.09 | 53% |
| Returns for 1 year | 1.92 | 12.28 | 16% |
| Returns for 3 years | 21.20 | 29.46 | 72% |
| Returns for 5 years | 58.28 | 105.36 | 55% |
| Returns for 10 years | 41.69 | 35.58 | 117% |
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