Ad is loading...
JVMTX vs OVEIX
JVMTX vs OVEIX Comparison
Open Charts JVMTX vs OVEIX
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Sterling Capital Mid Value I
Price$10.23
Change+$0.07 (+0.69%)
VolumeN/A
Net Assets17.71M
JVMTX vs OVEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. OVEIX commentary
May 09, 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 JVMTX is a Buy and OVEIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. OVEIX (17.7M). JVMTX pays higher dividends than OVEIX: JVMTX (0.71) vs OVEIX (0.55). JVMTX was incepted earlier than OVEIX: JVMTX (12 years) vs OVEIX (29 years). JVMTX (1.11) is less costly to investors than OVEIX (0.91). JVMTX is a more actively managed with annual turnover of: 47.00 vs. OVEIX (19.99). JVMTX has a lower initial minimum investment than OVEIX: JVMTX (0) vs OVEIX (1000000). JVMTX annual gain was more profitable for investors over the last year : -8.15 vs. OVEIX (-36.12). JVMTX return over 5 years is better than : 52.25 vs. OVEIX (-18.78).
| JVMTX | OVEIX | JVMTX / OVEIX | |
| Total Expense Ratio | 1.00 | 0.91 | 110% |
| Annual Report Gross Expense Ratio | 1.11 | 0.91 | 122% |
| Fund Existence | 12 years | 29 years | - |
| Gain YTD | -2.304 | -31.693 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 17.7M | 116,384% |
| Annual Yield % from dividends | 0.71 | 0.55 | 128% |
| Returns for 1 year | -8.15 | -36.12 | 23% |
| Returns for 3 years | 5.30 | -43.25 | -12% |
| Returns for 5 years | 52.25 | -18.78 | -278% |
| Returns for 10 years | 29.98 | -48.03 | -62% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MQT | 9.84 | 0.03 | +0.31% |
| Blackrock Muni Yield Quality Fund II | |||
| HDRO | 25.92 | N/A | N/A |
| Defiance Next Gen H2 ETF | |||
| DFSI | 37.11 | -0.01 | -0.02% |
| Dimensional International Sstby Cr 1 ETF | |||
| YDEC | 24.27 | -0.03 | -0.12% |
| FT Vest Intl Eq Mod Bffr ETF Dec | |||
| IDV | 32.48 | -0.25 | -0.76% |
| iShares International Select Div ETF | |||