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JVMRX vs SDVRX
JVMRX vs SDVRX Comparison
Open Charts JVMRX vs SDVRX
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
PGIM Quant Solutions Mid-Cap Val R
Price$24.09
Change-$0.11 (-0.45%)
VolumeN/A
Net Assets158.09M
JVMRX vs SDVRX Comparison Chart
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JVMRX vs. SDVRX commentary
May 23, 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 SDVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.3B vs. SDVRX (158M). SDVRX pays higher dividends than JVMRX: SDVRX (1.19) vs JVMRX (0.96). JVMRX was incepted earlier than SDVRX: JVMRX (14 years) vs SDVRX (10 years). SDVRX (5.93) is less costly to investors than JVMRX (0.76). SDVRX is a more actively managed with annual turnover of: 97.00 vs. JVMRX (47.00). SDVRX has a lower initial minimum investment than JVMRX: SDVRX (0) vs JVMRX (1000000). SDVRX annual gain was more profitable for investors over the last year : 3.09 vs. JVMRX (-5.76). SDVRX return over 5 years is better than : 109.70 vs. JVMRX (59.16).
| JVMRX | SDVRX | JVMRX / SDVRX | |
| Total Expense Ratio | 0.75 | 1.45 | 52% |
| Annual Report Gross Expense Ratio | 0.76 | 5.93 | 13% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 1.299 | -1.746 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 158M | 13,481% |
| Annual Yield % from dividends | 0.96 | 1.19 | 81% |
| Returns for 1 year | -5.76 | 3.09 | -187% |
| Returns for 3 years | 9.17 | 13.00 | 71% |
| Returns for 5 years | 59.16 | 109.70 | 54% |
| Returns for 10 years | 34.68 | 24.21 | 143% |