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JVMCX vs OVEAX
JVMCX vs OVEAX Comparison
Open Charts JVMCX vs OVEAX
JHancock Disciplined Value Mid Cap C
Price$24.96
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.83B
Sterling Capital Mid Value A
Price$9.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets25.47M
JVMCX vs OVEAX Comparison Chart
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JVMCX vs. OVEAX commentary
May 11, 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 JVMCX is a Buy and OVEAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.8B vs. OVEAX (25.5M). OVEAX pays higher dividends than JVMCX: OVEAX (0.26) vs JVMCX (0.00). JVMCX was incepted earlier than OVEAX: JVMCX (14 years) vs OVEAX (29 years). JVMCX (1.88) is less costly to investors than OVEAX (1.16). JVMCX is a more actively managed with annual turnover of: 47.00 vs. OVEAX (19.99). JVMCX (1000) and OVEAX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : -9.46 vs. OVEAX (-37.78). JVMCX return over 5 years is better than : 47.59 vs. OVEAX (-21.83).
| JVMCX | OVEAX | JVMCX / OVEAX | |
| Total Expense Ratio | 1.87 | 1.16 | 161% |
| Annual Report Gross Expense Ratio | 1.88 | 1.16 | 162% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | -1.660 | -32.567 | 5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8B | 25.5M | 81,569% |
| Annual Yield % from dividends | 0.00 | 0.26 | - |
| Returns for 1 year | -9.46 | -37.78 | 25% |
| Returns for 3 years | 3.55 | -44.87 | -8% |
| Returns for 5 years | 47.59 | -21.83 | -218% |
| Returns for 10 years | 21.62 | -50.62 | -43% |
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