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JVMRX vs STRMX
JVMRX vs STRMX Comparison
Open Charts JVMRX vs STRMX
JHancock Disciplined Value Mid Cap R6
Price$24.72
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
Sterling Capital Mid Value R6
Price$13.97
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets24.91M
JVMRX vs STRMX Comparison Chart
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JVMRX vs. STRMX commentary
Apr 12, 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 STRMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.2B vs. STRMX (24.9M). JVMRX pays higher dividends than STRMX: JVMRX (0.94) vs STRMX (0.61). JVMRX was incepted earlier than STRMX: JVMRX (14 years) vs STRMX (7 years). STRMX (0.91) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. STRMX (19.99). JVMRX has a lower initial minimum investment than STRMX: JVMRX (1000000) vs STRMX (10000000). STRMX annual gain was more profitable for investors over the last year : -10.92 vs. JVMRX (-14.99). JVMRX return over 5 years is better than : 45.40 vs. STRMX (16.17).
| JVMRX | STRMX | JVMRX / STRMX | |
| Total Expense Ratio | 0.75 | 0.78 | 96% |
| Annual Report Gross Expense Ratio | 0.76 | 0.91 | 84% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | -9.614 | -7.656 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 24.9M | 77,108% |
| Annual Yield % from dividends | 0.94 | 0.61 | 153% |
| Returns for 1 year | -14.99 | -10.92 | 137% |
| Returns for 3 years | -7.97 | -28.99 | 27% |
| Returns for 5 years | 45.40 | 16.17 | 281% |
| Returns for 10 years | 22.35 | N/A | - |
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