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JVMRX vs OVECX
JVMRX vs OVECX Comparison
Open Charts JVMRX vs OVECX
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
Sterling Capital Mid Value C
Price$5.97
Change-$0.01 (-0.17%)
VolumeN/A
Net Assets25.47M
JVMRX vs OVECX Comparison Chart
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JVMRX vs. OVECX commentary
May 12, 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 OVECX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. OVECX (25.5M). JVMRX pays higher dividends than OVECX: JVMRX (0.96) vs OVECX (0.00). JVMRX was incepted earlier than OVECX: JVMRX (14 years) vs OVECX (24 years). OVECX (1.91) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. OVECX (19.99). OVECX has a lower initial minimum investment than JVMRX: OVECX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -7.52 vs. OVECX (-50.17). JVMRX return over 5 years is better than : 55.51 vs. OVECX (-43.79).
| JVMRX | OVECX | JVMRX / OVECX | |
| Total Expense Ratio | 0.75 | 1.91 | 39% |
| Annual Report Gross Expense Ratio | 0.76 | 1.91 | 40% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -0.965 | -43.891 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 25.5M | 81,961% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | -7.52 | -50.17 | 15% |
| Returns for 3 years | 7.37 | -59.11 | -12% |
| Returns for 5 years | 55.51 | -43.79 | -127% |
| Returns for 10 years | 34.25 | -67.75 | -51% |
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