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JVMAX vs SDVRX
JVMAX vs SDVRX Comparison
Open Charts JVMAX vs SDVRX
JHancock Disciplined Value Mid Cap A
Price$28.64
Change+$0.32 (+1.13%)
VolumeN/A
CapitalizationN/A
PGIM Quant Solutions Mid-Cap Val R
Price$24.74
Change+$0.04 (+0.16%)
VolumeN/A
CapitalizationN/A
JVMAX vs SDVRX Comparison Chart
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JVMAX vs. SDVRX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.3B vs. SDVRX (172M). SDVRX pays higher dividends than JVMAX: SDVRX (1.46) vs JVMAX (0.67). JVMAX was incepted earlier than SDVRX: JVMAX (28 years) vs SDVRX (10 years). SDVRX is a more actively managed with annual turnover of: 70.00 vs. JVMAX (41.00). 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 : 12.05 vs. JVMAX (-0.72). SDVRX return over 5 years is better than : 37.92 vs. JVMAX (21.41).
| JVMAX | SDVRX | JVMAX / SDVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | -1.441 | 11.546 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 172M | 11,802% |
| Annual Yield % from dividends | 0.67 | 1.46 | 46% |
| Returns for 1 year | -0.72 | 12.05 | -6% |
| Returns for 3 years | 1.07 | 14.02 | 8% |
| Returns for 5 years | 21.41 | 37.92 | 56% |
| Returns for 10 years | 34.67 | 30.23 | 115% |