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JVMAX vs STRMX
JVMAX vs STRMX Comparison
Open Charts JVMAX vs STRMX
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.24B
Sterling Capital Mid Value R6
Price$13.97
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets24.91M
JVMAX vs STRMX Comparison Chart
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JVMAX vs. STRMX commentary
Apr 12, 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 STRMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.2B vs. STRMX (24.9M). JVMAX (0.61) and STRMX (0.61) have matching dividends . JVMAX was incepted earlier than STRMX: JVMAX (28 years) vs STRMX (7 years). JVMAX (1.13) is less costly to investors than STRMX (0.91). JVMAX is a more actively managed with annual turnover of: 47.00 vs. STRMX (19.99). JVMAX has a lower initial minimum investment than STRMX: JVMAX (1000) vs STRMX (10000000). STRMX annual gain was more profitable for investors over the last year : -10.92 vs. JVMAX (-15.78). JVMAX return over 5 years is better than : 41.84 vs. STRMX (16.17).
| JVMAX | STRMX | JVMAX / STRMX | |
| Total Expense Ratio | 1.12 | 0.78 | 144% |
| Annual Report Gross Expense Ratio | 1.13 | 0.91 | 124% |
| Fund Existence | 28 years | 7 years | - |
| Gain YTD | -9.677 | -7.656 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 24.9M | 77,108% |
| Annual Yield % from dividends | 0.61 | 0.61 | 100% |
| Returns for 1 year | -15.78 | -10.92 | 145% |
| Returns for 3 years | -9.52 | -28.99 | 33% |
| Returns for 5 years | 41.84 | 16.17 | 259% |
| Returns for 10 years | 16.95 | N/A | - |
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