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JVMRX vs STRMX
JVMRX vs STRMX Comparison
Open Charts JVMRX vs STRMX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Sterling Capital Mid Value R6
Price$16.68
Change-$0.13 (-0.77%)
VolumeN/A
CapitalizationN/A
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JVMRX vs STRMX Comparison Chart
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JVMRX vs. STRMX commentary
Sep 21, 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 STRMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. STRMX (49.1M). JVMRX pays higher dividends than STRMX: JVMRX (0.93) vs STRMX (0.64). JVMRX was incepted earlier than STRMX: JVMRX (13 years) vs STRMX (7 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. STRMX (19.99). JVMRX has a lower initial minimum investment than STRMX: JVMRX (1000000) vs STRMX (10000000). JVMRX annual gain was more profitable for investors over the last year : 19.58 vs. STRMX (11.12). JVMRX return over 5 years is better than : 44.82 vs. STRMX (-1.35).
| JVMRX | STRMX | JVMRX / STRMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 11.221 | 8.382 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 49.1M | 47,658% |
| Annual Yield % from dividends | 0.93 | 0.64 | 146% |
| Returns for 1 year | 19.58 | 11.12 | 176% |
| Returns for 3 years | 13.96 | -16.30 | -86% |
| Returns for 5 years | 44.82 | -1.35 | -3,317% |
| Returns for 10 years | 65.88 | N/A | - |
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