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JVMAX vs SDVRX
JVMAX vs SDVRX Comparison
Open Charts JVMAX vs SDVRX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
PGIM Quant Solutions Mid-Cap Val R
Price$22.81
Change-$1.33 (-5.51%)
VolumeN/A
Net Assets161.6M
JVMAX vs SDVRX Comparison Chart
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JVMAX vs. SDVRX commentary
Apr 04, 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 Hold and SDVRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. SDVRX (162M). SDVRX pays higher dividends than JVMAX: SDVRX (1.16) vs JVMAX (0.61). 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 : 1.93 vs. JVMAX (-8.70). SDVRX return over 5 years is better than : 162.07 vs. JVMAX (86.30).
| 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 | -0.118 | -1.989 | 6% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 162M | 13,210% |
| Annual Yield % from dividends | 0.61 | 1.16 | 53% |
| Returns for 1 year | -8.70 | 1.93 | -450% |
| Returns for 3 years | -2.01 | 5.61 | -36% |
| Returns for 5 years | 86.30 | 162.07 | 53% |
| Returns for 10 years | 28.82 | 23.56 | 122% |
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