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JVMIX vs STRMX
JVMIX vs STRMX Comparison
Open Charts JVMIX vs STRMX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Sterling Capital Mid Value R6
Price$16.68
Change-$0.13 (-0.77%)
VolumeN/A
CapitalizationN/A
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JVMIX vs STRMX Comparison Chart
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JVMIX vs. STRMX commentary
Sep 21, 2024
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 STRMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. STRMX (49.1M). JVMIX pays higher dividends than STRMX: JVMIX (0.84) vs STRMX (0.64). JVMIX was incepted earlier than STRMX: JVMIX (27 years) vs STRMX (7 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. STRMX (19.99). JVMIX has a lower initial minimum investment than STRMX: JVMIX (250000) vs STRMX (10000000). JVMIX annual gain was more profitable for investors over the last year : 19.46 vs. STRMX (11.12). JVMIX return over 5 years is better than : 44.34 vs. STRMX (-1.35).
| JVMIX | STRMX | JVMIX / STRMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 11.144 | 8.382 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 10000000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 49.1M | 47,658% |
| Annual Yield % from dividends | 0.84 | 0.64 | 131% |
| Returns for 1 year | 19.46 | 11.12 | 175% |
| Returns for 3 years | 13.73 | -16.30 | -84% |
| Returns for 5 years | 44.34 | -1.35 | -3,282% |
| Returns for 10 years | 64.87 | N/A | - |