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JVMRX vs SDVRX
JVMRX vs SDVRX Comparison
Open Charts JVMRX vs SDVRX
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.73B
PGIM Quant Solutions Mid-Cap Val R
Price$24.36
Change-$0.31 (-1.26%)
VolumeN/A
Net Assets159.16M
JVMRX vs SDVRX Comparison Chart
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JVMRX vs. SDVRX commentary
Jun 14, 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: 21.7B vs. SDVRX (159M). SDVRX pays higher dividends than JVMRX: SDVRX (1.14) vs JVMRX (0.91). 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 : 7.08 vs. JVMRX (-1.60). SDVRX return over 5 years is better than : 89.30 vs. JVMRX (54.49).
| 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 | 3.749 | 0.162 | 2,308% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 159M | 13,648% |
| Annual Yield % from dividends | 0.91 | 1.14 | 80% |
| Returns for 1 year | -1.60 | 7.08 | -23% |
| Returns for 3 years | 18.46 | 24.29 | 76% |
| Returns for 5 years | 54.49 | 89.30 | 61% |
| Returns for 10 years | 39.38 | 28.28 | 139% |
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