Ad is loading...
JVMIX vs OVEIX
JVMIX vs OVEIX Comparison
Open Charts JVMIX vs OVEIX
JHancock Disciplined Value Mid Cap I
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
Sterling Capital Mid Value I
Price$10.22
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets25.47M
JVMIX vs OVEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMIX 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 JVMIX is a Buy and OVEIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.9B vs. OVEIX (25.5M). JVMIX pays higher dividends than OVEIX: JVMIX (0.85) vs OVEIX (0.55). JVMIX was incepted earlier than OVEIX: JVMIX (28 years) vs OVEIX (29 years). OVEIX (0.91) and JVMIX (0.88) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 47.00 vs. OVEIX (19.99). JVMIX has a lower initial minimum investment than OVEIX: JVMIX (250000) vs OVEIX (1000000). JVMIX annual gain was more profitable for investors over the last year : -7.93 vs. OVEIX (-36.20). JVMIX return over 5 years is better than : 54.50 vs. OVEIX (-18.22).
| JVMIX | OVEIX | JVMIX / OVEIX | |
| Total Expense Ratio | 0.87 | 0.91 | 96% |
| Annual Report Gross Expense Ratio | 0.88 | 0.91 | 97% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | -1.336 | -31.223 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 25.5M | 81,961% |
| Annual Yield % from dividends | 0.85 | 0.55 | 153% |
| Returns for 1 year | -7.93 | -36.20 | 22% |
| Returns for 3 years | 6.78 | -42.74 | -16% |
| Returns for 5 years | 54.50 | -18.22 | -299% |
| Returns for 10 years | 32.98 | -47.29 | -70% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XBAP | 35.10 | 0.02 | +0.05% |
| Innovator US Eq Acltd 9 Bfr ETFTM April | |||
| PSMR | 27.22 | N/A | +0.01% |
| Pacer Swan SOS Moderate (April) ETF | |||
| PPA | 126.56 | -0.01 | -0.01% |
| Invesco Aerospace & Defense ETF | |||
| JCPI | 47.78 | -0.04 | -0.08% |
| JPMorgan Inflation Managed Bond ETF | |||
| RHRX | 14.99 | -0.04 | -0.28% |
| RH Tactical Rotation ETF | |||