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JVMRX vs STRMX
JVMRX vs STRMX Comparison
Open Charts JVMRX vs STRMX
JHancock Disciplined Value Mid Cap R6
Price$28.21
Change-$0.11 (-0.39%)
VolumeN/A
Net Assets23.42B
Sterling Capital Mid Value R6
Price$15.48
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets45.42M
JVMRX vs STRMX Comparison Chart
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JVMRX vs. STRMX commentary
Jan 24, 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: 23.4B vs. STRMX (45.4M). 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 : 5.22 vs. STRMX (2.53). JVMRX return over 5 years is better than : 29.83 vs. STRMX (-3.10).
| 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 | 4.714 | 3.753 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 45.4M | 51,542% |
| Annual Yield % from dividends | 0.93 | 0.64 | 146% |
| Returns for 1 year | 5.22 | 2.53 | 206% |
| Returns for 3 years | 7.22 | -17.63 | -41% |
| Returns for 5 years | 29.83 | -3.10 | -962% |
| Returns for 10 years | 48.49 | N/A | - |
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