JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
SDVRX
Price
$25.81
Change
+$0.09 (+0.35%)
Updated
Jul 25 closing price
Net Assets
164.07M
Interact to see
Advertisement

JVMAX vs SDVRX

Header iconJVMAX vs SDVRX Comparison
Open Charts JVMAX vs SDVRXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
PGIM Quant Solutions Mid-Cap Val R
Price$25.81
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets164.07M
JVMAX vs SDVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JVMAX vs. SDVRX commentary
Jul 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B 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 : 7.99 vs. JVMAX (0.36). SDVRX return over 5 years is better than : 99.35 vs. JVMAX (54.69).
JVMAXSDVRXJVMAX / SDVRX
Total Expense Ratio1.121.4577%
Annual Report Gross Expense Ratio1.135.9319%
Fund Existence28 years11 years-
Gain YTD9.1664.791191%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B164M14,085%
Annual Yield % from dividends0.581.0953%
Returns for 1 year0.367.994%
Returns for 3 years19.6827.1073%
Returns for 5 years54.6999.3555%
Returns for 10 years44.4938.29116%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
TPSC39.990.23
+0.57%
Timothy Plan US Small Cap Core ETF
XLV136.480.72
+0.53%
The Health Care Select Sector SPDR® ETF
OUSA54.840.11
+0.20%
ALPS O'Shares US Quality Div ETF
FSYD48.080.04
+0.08%
Fidelity Sustainable High Yield ETF
DAGXF2.17N/A
N/A
Deutsche Bank AG (London Branch)