Ad is loading...
JVMRX vs SEVAX ᐉ Comparison: Which is Better to Invest?
JVMRX vs SEVAX Comparison
Open Charts JVMRX vs SEVAX
JHancock Disciplined Value Mid Cap R6
Price$27.08
Change+$0.43 (+1.61%)
VolumeN/A
CapitalizationN/A
Guggenheim SMid Cap Value A
Price$36.00
Change+$0.75 (+2.13%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JVMRX vs SEVAX Comparison Chart
Loading...
JVMRX vs. SEVAX commentary
Dec 02, 2023
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 SEVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. SEVAX (360M). JVMRX pays higher dividends than SEVAX: JVMRX (1.09) vs SEVAX (0.62). JVMRX was incepted earlier than SEVAX: JVMRX (12 years) vs SEVAX (27 years). SEVAX (1.19) is less costly to investors than JVMRX (0.76). JVMRX (41.00) and SEVAX (39.00) have comparable annual turnover. SEVAX has a lower initial minimum investment than JVMRX: SEVAX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.93 vs. SEVAX (-5.26). JVMRX return over 5 years is better than : 24.91 vs. SEVAX (9.14).
| JVMRX | SEVAX | JVMRX / SEVAX | |
| Total Expense Ratio | 0.75 | 1.18 | 64% |
| Annual Report Gross Expense Ratio | 0.76 | 1.19 | 64% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 10.984 | 3.152 | 348% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 360M | 5,722% |
| Annual Yield % from dividends | 1.09 | 0.62 | 175% |
| Returns for 1 year | 1.93 | -5.26 | -37% |
| Returns for 3 years | 20.06 | 16.78 | 120% |
| Returns for 5 years | 24.91 | 9.14 | 272% |
| Returns for 10 years | 61.03 | -7.62 | -801% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SCHA | 43.75 | 1.30 | +3.06% |
| Schwab US Small-Cap ETF™ | |||
| RDIV | 41.14 | 1.20 | +2.99% |
| Invesco S&P Ultra Dividend Revenue ETF | |||
| FTAG | 24.57 | 0.27 | +1.10% |
| First Trust Indxx Global Agriculture ETF | |||
| BSMU | 21.96 | 0.14 | +0.66% |
| Invesco BulletShares 2030 Muncpl Bd ETF | |||
| GUT | 6.08 | 0.02 | +0.33% |
| Gabelli Utility Trust | |||