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JVMRX vs SDVRX
JVMRX vs SDVRX Comparison
Open Charts JVMRX vs SDVRX
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
PGIM Quant Solutions Mid-Cap Val R
Price$24.74
Change+$0.04 (+0.16%)
VolumeN/A
CapitalizationN/A
JVMRX vs SDVRX Comparison Chart
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JVMRX vs. SDVRX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.3B vs. SDVRX (172M). 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). JVMRX (12.41) and SDVRX (12.05) have marching annual gain over last year. JVMRX (39.58) and SDVRX (37.92) have equivalent 5 years return.
| 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 | 11.633 | 11.546 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 172M | 11,802% |
| Annual Yield % from dividends | 0.93 | 1.46 | 64% |
| Returns for 1 year | 12.41 | 12.05 | 103% |
| Returns for 3 years | 15.35 | 14.02 | 110% |
| Returns for 5 years | 39.58 | 37.92 | 104% |
| Returns for 10 years | 58.02 | 30.23 | 192% |