JVMRX
Price
$27.08
Change
+$0.43 (+1.61%)
Updated
Dec 1, 6:59 PM EST
SEVAX
Price
$36.00
Change
+$0.75 (+2.13%)
Updated
Dec 1, 6:59 PM EST
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JVMRX vs SEVAX ᐉ Comparison: Which is Better to Invest?

Header iconJVMRX vs SEVAX Comparison
Open Charts JVMRX vs SEVAXBanner chart's image
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
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JVMRX vs SEVAX Comparison Chart

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VS
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).
JVMRXSEVAXJVMRX / SEVAX
Total Expense Ratio0.751.1864%
Annual Report Gross Expense Ratio0.761.1964%
Fund Existence12 years27 years-
Gain YTD10.9843.152348%
Front LoadN/A5%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets20.6B360M5,722%
Annual Yield % from dividends1.090.62175%
Returns for 1 year1.93-5.26-37%
Returns for 3 years20.0616.78120%
Returns for 5 years24.919.14272%
Returns for 10 years61.03-7.62-801%
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