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JVMCX vs OVEIX
JVMCX vs OVEIX Comparison
Open Charts JVMCX vs OVEIX
JHancock Disciplined Value Mid Cap C
Price$24.96
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
Sterling Capital Mid Value I
Price$10.22
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets25.47M
JVMCX vs OVEIX Comparison Chart
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JVMCX vs. OVEIX 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 OVEIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.9B vs. OVEIX (25.5M). OVEIX pays higher dividends than JVMCX: OVEIX (0.55) vs JVMCX (0.00). JVMCX was incepted earlier than OVEIX: JVMCX (14 years) vs OVEIX (29 years). JVMCX (1.88) is less costly to investors than OVEIX (0.91). JVMCX is a more actively managed with annual turnover of: 47.00 vs. OVEIX (19.99). JVMCX has a lower initial minimum investment than OVEIX: JVMCX (1000) vs OVEIX (1000000). JVMCX annual gain was more profitable for investors over the last year : -9.46 vs. OVEIX (-36.20). JVMCX return over 5 years is better than : 47.59 vs. OVEIX (-18.22).
| JVMCX | OVEIX | JVMCX / OVEIX | |
| Total Expense Ratio | 1.87 | 0.91 | 205% |
| Annual Report Gross Expense Ratio | 1.88 | 0.91 | 207% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | -1.660 | -31.223 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 25.5M | 81,961% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -9.46 | -36.20 | 26% |
| Returns for 3 years | 3.55 | -42.74 | -8% |
| Returns for 5 years | 47.59 | -18.22 | -261% |
| Returns for 10 years | 21.62 | -47.29 | -46% |
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