Ad is loading...
Compare trend and price JVMAX vs SEVAX
JVMAX vs SEVAX Comparison
Open Charts JVMAX vs SEVAX
JHancock Disciplined Value Mid Cap A
Price$25.08
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Guggenheim SMid Cap Value A
Price$35.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JVMAX vs SEVAX Comparison Chart
Loading...
JVMAX vs. SEVAX commentary
Nov 29, 2023
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 SEVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.4B vs. SEVAX (360M). JVMAX pays higher dividends than SEVAX: JVMAX (0.77) vs SEVAX (0.62). JVMAX was incepted earlier than SEVAX: JVMAX (27 years) vs SEVAX (27 years). SEVAX (1.19) is less costly to investors than JVMAX (1.12). JVMAX (41.00) and SEVAX (39.00) have comparable annual turnover. JVMAX initial investment is less costly to investors than SEVAX (5%) vs SEVAX (5%). JVMAX has a lower initial minimum investment than SEVAX: JVMAX (1000) vs SEVAX (2500). JVMAX annual gain was more profitable for investors over the last year : 1.22 vs. SEVAX (-5.27). JVMAX return over 5 years is better than : 21.23 vs. SEVAX (7.14).
| JVMAX | SEVAX | JVMAX / SEVAX | |
| Total Expense Ratio | 1.11 | 1.18 | 94% |
| Annual Report Gross Expense Ratio | 1.12 | 1.19 | 94% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 7.964 | 0.630 | 1,263% |
| Front Load | 5% | 5% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 20.4B | 360M | 5,667% |
| Annual Yield % from dividends | 0.77 | 0.62 | 124% |
| Returns for 1 year | 1.22 | -5.27 | -23% |
| Returns for 3 years | 15.30 | 12.73 | 120% |
| Returns for 5 years | 21.23 | 7.14 | 297% |
| Returns for 10 years | 53.82 | -10.58 | -509% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers