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JVMRX vs SDVRX
JVMRX vs SDVRX Comparison
Open Charts JVMRX vs SDVRX
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
PGIM Quant Solutions Mid-Cap Val R
Price$22.81
Change-$1.33 (-5.51%)
VolumeN/A
Net Assets161.6M
JVMRX vs SDVRX Comparison Chart
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JVMRX vs. SDVRX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. SDVRX (162M). SDVRX pays higher dividends than JVMRX: SDVRX (1.16) vs JVMRX (0.94). 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 : 1.93 vs. JVMRX (-7.83). SDVRX return over 5 years is better than : 162.07 vs. JVMRX (90.92).
| 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 | -0.037 | -1.989 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 162M | 13,210% |
| Annual Yield % from dividends | 0.94 | 1.16 | 81% |
| Returns for 1 year | -7.83 | 1.93 | -405% |
| Returns for 3 years | -0.32 | 5.61 | -6% |
| Returns for 5 years | 90.92 | 162.07 | 56% |
| Returns for 10 years | 34.80 | 23.56 | 148% |
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