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JVMCX vs SDVRX
JVMCX vs SDVRX Comparison
Open Charts JVMCX vs SDVRX
JHancock Disciplined Value Mid Cap C
Price$25.50
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets21.3B
PGIM Quant Solutions Mid-Cap Val R
Price$24.09
Change-$0.11 (-0.45%)
VolumeN/A
Net Assets158.09M
JVMCX vs SDVRX Comparison Chart
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JVMCX vs. SDVRX commentary
May 23, 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 SDVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.3B vs. SDVRX (158M). SDVRX pays higher dividends than JVMCX: SDVRX (1.19) vs JVMCX (0.00). JVMCX was incepted earlier than SDVRX: JVMCX (14 years) vs SDVRX (10 years). SDVRX (5.93) is less costly to investors than JVMCX (1.88). SDVRX is a more actively managed with annual turnover of: 97.00 vs. JVMCX (47.00). SDVRX has a lower initial minimum investment than JVMCX: SDVRX (0) vs JVMCX (1000). SDVRX annual gain was more profitable for investors over the last year : 3.09 vs. JVMCX (-7.40). SDVRX return over 5 years is better than : 109.70 vs. JVMCX (51.48).
| JVMCX | SDVRX | JVMCX / SDVRX | |
| Total Expense Ratio | 1.87 | 1.45 | 129% |
| Annual Report Gross Expense Ratio | 1.88 | 5.93 | 32% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 0.870 | -1.746 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 158M | 13,481% |
| Annual Yield % from dividends | 0.00 | 1.19 | - |
| Returns for 1 year | -7.40 | 3.09 | -240% |
| Returns for 3 years | 5.65 | 13.00 | 43% |
| Returns for 5 years | 51.48 | 109.70 | 47% |
| Returns for 10 years | 22.42 | 24.21 | 93% |
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