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JVMRX vs OVEAX
JVMRX vs OVEAX Comparison
Open Charts JVMRX vs OVEAX
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.83B
Sterling Capital Mid Value A
Price$9.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets25.47M
JVMRX vs OVEAX Comparison Chart
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JVMRX vs. OVEAX 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 JVMRX is a Buy and OVEAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.8B vs. OVEAX (25.5M). JVMRX pays higher dividends than OVEAX: JVMRX (0.96) vs OVEAX (0.26). JVMRX was incepted earlier than OVEAX: JVMRX (14 years) vs OVEAX (29 years). OVEAX (1.16) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. OVEAX (19.99). OVEAX has a lower initial minimum investment than JVMRX: OVEAX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -7.83 vs. OVEAX (-37.78). JVMRX return over 5 years is better than : 54.99 vs. OVEAX (-21.83).
| JVMRX | OVEAX | JVMRX / OVEAX | |
| Total Expense Ratio | 0.75 | 1.16 | 65% |
| Annual Report Gross Expense Ratio | 0.76 | 1.16 | 66% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | -1.299 | -32.567 | 4% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8B | 25.5M | 81,569% |
| Annual Yield % from dividends | 0.96 | 0.26 | 368% |
| Returns for 1 year | -7.83 | -37.78 | 21% |
| Returns for 3 years | 7.00 | -44.87 | -16% |
| Returns for 5 years | 54.99 | -21.83 | -252% |
| Returns for 10 years | 33.80 | -50.62 | -67% |
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