JVMSX
Price
$29.69
Change
+$0.14 (+0.47%)
Updated
Mar 28, 6:59 PM EST
OVEIX
Price
$16.32
Change
+$0.26 (+1.62%)
Updated
Mar 28, 6:59 PM EST
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Analysis and predictions JVMSX vs OVEIX

Header iconJVMSX vs OVEIX Comparison
Open Charts JVMSX vs OVEIXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$29.69
Change+$0.14 (+0.47%)
VolumeN/A
CapitalizationN/A
Sterling Capital Mid Value I
Price$16.32
Change+$0.26 (+1.62%)
VolumeN/A
CapitalizationN/A
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JVMSX vs OVEIX Comparison Chart

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VS
JVMSX vs. OVEIX commentary
Mar 29, 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 JVMSX is a Hold and OVEIX is a Hold.

FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. OVEIX (52.1M). OVEIX pays higher dividends than JVMSX: OVEIX (0.59) vs JVMSX (0.55). JVMSX was incepted earlier than OVEIX: JVMSX (12 years) vs OVEIX (28 years). JVMSX (1.26) is less costly to investors than OVEIX (0.94). JVMSX is a more actively managed with annual turnover of: 41.00 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 : 23.44 vs. OVEIX (14.37). JVMSX return over 5 years is better than : 52.28 vs. OVEIX (2.36).
JVMSXOVEIXJVMSX / OVEIX
Total Expense Ratio1.250.94133%
Annual Report Gross Expense Ratio1.260.94134%
Fund Existence12 years28 years-
Gain YTD8.9546.250143%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.3B52.1M44,722%
Annual Yield % from dividends0.550.5993%
Returns for 1 year23.4414.37163%
Returns for 3 years14.54-18.83-77%
Returns for 5 years52.282.362,213%
Returns for 10 years62.32-11.72-531%
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