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JVMSX vs SDVRX
JVMSX vs SDVRX Comparison
Open Charts JVMSX vs SDVRX
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
VolumeN/A
CapitalizationN/A
PGIM Quant Solutions Mid-Cap Val R
Price$25.06
Change-$0.18 (-0.71%)
VolumeN/A
CapitalizationN/A
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JVMSX vs SDVRX Comparison Chart
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JVMSX vs. SDVRX 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 JVMSX is a Buy and SDVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. SDVRX (185M). SDVRX pays higher dividends than JVMSX: SDVRX (1.46) vs JVMSX (0.52). JVMSX was incepted earlier than SDVRX: JVMSX (13 years) vs SDVRX (10 years). SDVRX is a more actively managed with annual turnover of: 70.00 vs. JVMSX (41.00). JVMSX (0) and SDVRX (0) have matching initial minimum investment requirements. SDVRX annual gain was more profitable for investors over the last year : 24.42 vs. JVMSX (18.97). SDVRX return over 5 years is better than : 48.74 vs. JVMSX (42.48).
| JVMSX | SDVRX | JVMSX / SDVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 10.826 | 11.725 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 185M | 12,649% |
| Annual Yield % from dividends | 0.52 | 1.46 | 36% |
| Returns for 1 year | 18.97 | 24.42 | 78% |
| Returns for 3 years | 12.80 | 20.77 | 62% |
| Returns for 5 years | 42.48 | 48.74 | 87% |
| Returns for 10 years | 60.77 | N/A | - |
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