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JVMIX vs SDVRX
JVMIX vs SDVRX Comparison
Open Charts JVMIX vs SDVRX
JHancock Disciplined Value Mid Cap I
Price$27.92
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets23.95B
PGIM Quant Solutions Mid-Cap Val R
Price$27.91
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets168.95M
JVMIX vs SDVRX Comparison Chart in %
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JVMIX vs. SDVRX commentary
Dec 28, 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 JVMIX is a Hold and SDVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. SDVRX (169M). SDVRX pays higher dividends than JVMIX: SDVRX (1.00) vs JVMIX (0.74). JVMIX was incepted earlier than SDVRX: JVMIX (29 years) vs SDVRX (11 years). SDVRX (5.93) is less costly to investors than JVMIX (0.86). SDVRX is a more actively managed with annual turnover of: 97.00 vs. JVMIX (49.00). SDVRX has a lower initial minimum investment than JVMIX: SDVRX (0) vs JVMIX (250000). SDVRX annual gain was more profitable for investors over the last year : 11.55 vs. JVMIX (2.38). SDVRX return over 5 years is better than : 68.41 vs. JVMIX (23.98).
| JVMIX | SDVRX | JVMIX / SDVRX | |
| Total Expense Ratio | 0.85 | 1.45 | 59% |
| Annual Report Gross Expense Ratio | 0.86 | 5.93 | 15% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 3.599 | 13.317 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 169M | 14,142% |
| Annual Yield % from dividends | 0.74 | 1.00 | 73% |
| Returns for 1 year | 2.38 | 11.55 | 21% |
| Returns for 3 years | 16.35 | 39.11 | 42% |
| Returns for 5 years | 23.98 | 68.41 | 35% |
| Returns for 10 years | 50.19 | 67.05 | 75% |
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