Interact to see
Advertisement
Advertisement
JVMRX vs SDVRX
JVMRX vs SDVRX Comparison
Open Charts JVMRX vs SDVRX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.47B
PGIM Quant Solutions Mid-Cap Val R
Price$25.84
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets164.39M
JVMRX vs SDVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. SDVRX commentary
Jul 05, 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: 22.5B vs. SDVRX (164M). SDVRX pays higher dividends than JVMRX: SDVRX (1.09) vs JVMRX (0.88). JVMRX was incepted earlier than SDVRX: JVMRX (14 years) vs SDVRX (11 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 (49.00). 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 : 12.28 vs. JVMRX (2.92). SDVRX return over 5 years is better than : 105.36 vs. JVMRX (62.26).
| 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 | 11 years | - |
| Gain YTD | 7.795 | 4.222 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 164M | 13,720% |
| Annual Yield % from dividends | 0.88 | 1.09 | 80% |
| Returns for 1 year | 2.92 | 12.28 | 24% |
| Returns for 3 years | 23.34 | 29.46 | 79% |
| Returns for 5 years | 62.26 | 105.36 | 59% |
| Returns for 10 years | 48.33 | 35.58 | 136% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers