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JVMSX vs STRMX
JVMSX vs STRMX Comparison
Open Charts JVMSX vs STRMX
JHancock Disciplined Value Mid Cap R2
Price$24.57
Change+$0.37 (+1.53%)
VolumeN/A
Net Assets19.24B
Sterling Capital Mid Value R6
Price$13.97
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets24.91M
JVMSX vs STRMX Comparison Chart
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JVMSX vs. STRMX commentary
Apr 12, 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 Hold and STRMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 19.2B vs. STRMX (24.9M). STRMX pays higher dividends than JVMSX: STRMX (0.61) vs JVMSX (0.45). JVMSX was incepted earlier than STRMX: JVMSX (13 years) vs STRMX (7 years). JVMSX (1.26) is less costly to investors than STRMX (0.91). JVMSX is a more actively managed with annual turnover of: 47.00 vs. STRMX (19.99). JVMSX has a lower initial minimum investment than STRMX: JVMSX (0) vs STRMX (10000000). STRMX annual gain was more profitable for investors over the last year : -10.92 vs. JVMSX (-15.45). JVMSX return over 5 years is better than : 42.98 vs. STRMX (16.17).
| JVMSX | STRMX | JVMSX / STRMX | |
| Total Expense Ratio | 1.25 | 0.78 | 160% |
| Annual Report Gross Expense Ratio | 1.26 | 0.91 | 138% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | -9.735 | -7.656 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 24.9M | 77,108% |
| Annual Yield % from dividends | 0.45 | 0.61 | 73% |
| Returns for 1 year | -15.45 | -10.92 | 142% |
| Returns for 3 years | -8.98 | -28.99 | 31% |
| Returns for 5 years | 42.98 | 16.17 | 266% |
| Returns for 10 years | 18.51 | N/A | - |
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