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JVMAX vs SDVRX
JVMAX vs SDVRX Comparison
Open Charts JVMAX vs SDVRX
JHancock Disciplined Value Mid Cap A
Price$29.03
Change+$0.25 (+0.87%)
VolumeN/A
Net Assets24.55B
PGIM Quant Solutions Mid-Cap Val R
Price$28.17
Change+$0.25 (+0.90%)
VolumeN/A
Net Assets168.58M
JVMAX vs SDVRX Comparison Chart in %
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JVMAX vs. SDVRX commentary
Dec 13, 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 JVMAX is a Buy and SDVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.5B vs. SDVRX (169M). SDVRX pays higher dividends than JVMAX: SDVRX (1.00) vs JVMAX (0.55). JVMAX was incepted earlier than SDVRX: JVMAX (29 years) vs SDVRX (11 years). SDVRX (5.93) is less costly to investors than JVMAX (1.11). SDVRX is a more actively managed with annual turnover of: 97.00 vs. JVMAX (49.00). SDVRX has a lower initial minimum investment than JVMAX: SDVRX (0) vs JVMAX (1000). SDVRX annual gain was more profitable for investors over the last year : 8.98 vs. JVMAX (-2.64). SDVRX return over 5 years is better than : 69.53 vs. JVMAX (33.19).
| JVMAX | SDVRX | JVMAX / SDVRX | |
| Total Expense Ratio | 1.10 | 1.45 | 76% |
| Annual Report Gross Expense Ratio | 1.11 | 5.93 | 19% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 14.201 | 14.373 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 169M | 14,497% |
| Annual Yield % from dividends | 0.55 | 1.00 | 54% |
| Returns for 1 year | -2.64 | 8.98 | -29% |
| Returns for 3 years | 17.88 | 35.42 | 50% |
| Returns for 5 years | 33.19 | 69.53 | 48% |
| Returns for 10 years | 54.58 | 74.56 | 73% |
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