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JVMSX vs OVEIX
JVMSX vs OVEIX Comparison
Open Charts JVMSX vs OVEIX
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
Sterling Capital Mid Value I
Price$10.22
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets25.47M
JVMSX vs OVEIX Comparison Chart
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JVMSX vs. OVEIX commentary
May 11, 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 JVMSX is a Buy and OVEIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. OVEIX (25.5M). OVEIX pays higher dividends than JVMSX: OVEIX (0.55) vs JVMSX (0.46). JVMSX was incepted earlier than OVEIX: JVMSX (13 years) vs OVEIX (29 years). JVMSX (1.26) is less costly to investors than OVEIX (0.91). JVMSX is a more actively managed with annual turnover of: 47.00 vs. OVEIX (19.99). JVMSX has a lower initial minimum investment than OVEIX: JVMSX (0) vs OVEIX (1000000). JVMSX annual gain was more profitable for investors over the last year : -8.06 vs. OVEIX (-36.26). JVMSX return over 5 years is better than : 52.90 vs. OVEIX (-18.30).
| JVMSX | OVEIX | JVMSX / OVEIX | |
| Total Expense Ratio | 1.25 | 0.91 | 137% |
| Annual Report Gross Expense Ratio | 1.26 | 0.91 | 138% |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | -1.156 | -31.290 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 25.5M | 81,961% |
| Annual Yield % from dividends | 0.46 | 0.55 | 83% |
| Returns for 1 year | -8.06 | -36.26 | 22% |
| Returns for 3 years | 6.19 | -42.79 | -14% |
| Returns for 5 years | 52.90 | -18.30 | -289% |
| Returns for 10 years | 30.02 | -47.34 | -63% |
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