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JVMCX vs SDVRX
JVMCX vs SDVRX Comparison
Open Charts JVMCX vs SDVRX
JHancock Disciplined Value Mid Cap C
Price$23.82
Change-$1.40 (-5.55%)
VolumeN/A
Net Assets21.35B
PGIM Quant Solutions Mid-Cap Val R
Price$22.81
Change-$1.33 (-5.51%)
VolumeN/A
Net Assets161.6M
JVMCX vs SDVRX Comparison Chart
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JVMCX vs. SDVRX commentary
Apr 04, 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 Hold and SDVRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.4B vs. SDVRX (162M). SDVRX pays higher dividends than JVMCX: SDVRX (1.16) 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 : 1.93 vs. JVMCX (-9.44). SDVRX return over 5 years is better than : 162.07 vs. JVMCX (81.86).
| 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 | -0.316 | -1.989 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 162M | 13,210% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | -9.44 | 1.93 | -489% |
| Returns for 3 years | -3.54 | 5.61 | -63% |
| Returns for 5 years | 81.86 | 162.07 | 51% |
| Returns for 10 years | 22.51 | 23.56 | 96% |
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