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JVMRX vs SDVRX
JVMRX vs SDVRX Comparison
Open Charts JVMRX vs SDVRX
JHancock Disciplined Value Mid Cap R6
Price$28.21
Change-$0.11 (-0.39%)
VolumeN/A
Net Assets23.42B
PGIM Quant Solutions Mid-Cap Val R
Price$25.63
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets180.37M
JVMRX vs SDVRX Comparison Chart
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JVMRX vs. SDVRX commentary
Jan 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 Hold and SDVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. SDVRX (180M). SDVRX pays higher dividends than JVMRX: SDVRX (1.46) vs JVMRX (0.93). JVMRX was incepted earlier than SDVRX: JVMRX (13 years) vs SDVRX (10 years). SDVRX is a more actively managed with annual turnover of: 70.00 vs. JVMRX (41.00). 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 : 17.87 vs. JVMRX (5.22). SDVRX return over 5 years is better than : 47.09 vs. JVMRX (29.83).
| JVMRX | SDVRX | JVMRX / SDVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 4.714 | 4.060 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 180M | 13,000% |
| Annual Yield % from dividends | 0.93 | 1.46 | 64% |
| Returns for 1 year | 5.22 | 17.87 | 29% |
| Returns for 3 years | 7.22 | 17.12 | 42% |
| Returns for 5 years | 29.83 | 47.09 | 63% |
| Returns for 10 years | 48.49 | 36.34 | 133% |
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