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JVMSX vs STRMX
JVMSX vs STRMX Comparison
Open Charts JVMSX vs STRMX
JHancock Disciplined Value Mid Cap R2
Price$31.99
Change+$0.31 (+0.98%)
VolumeN/A
CapitalizationN/A
Sterling Capital Mid Value R6
Price$17.37
Change+$0.28 (+1.64%)
VolumeN/A
CapitalizationN/A
JVMSX vs STRMX Comparison Chart
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JVMSX vs. STRMX commentary
Nov 23, 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 STRMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. STRMX (48.3M). STRMX pays higher dividends than JVMSX: STRMX (0.64) vs JVMSX (0.52). JVMSX was incepted earlier than STRMX: JVMSX (13 years) vs STRMX (7 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. STRMX (19.99). JVMSX has a lower initial minimum investment than STRMX: JVMSX (0) vs STRMX (10000000). JVMSX annual gain was more profitable for investors over the last year : 22.80 vs. STRMX (14.65). JVMSX return over 5 years is better than : 47.69 vs. STRMX (3.98).
| JVMSX | STRMX | JVMSX / 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 | 17.394 | 12.866 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 48.3M | 50,104% |
| Annual Yield % from dividends | 0.52 | 0.64 | 81% |
| Returns for 1 year | 22.80 | 14.65 | 156% |
| Returns for 3 years | 10.47 | -18.59 | -56% |
| Returns for 5 years | 47.69 | 3.98 | 1,199% |
| Returns for 10 years | 61.37 | N/A | - |