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JVMIX vs SDVRX
JVMIX vs SDVRX Comparison
Open Charts JVMIX vs SDVRX
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
PGIM Quant Solutions Mid-Cap Val R
Price$26.70
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets167.34M
JVMIX vs SDVRX Comparison Chart in %
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JVMIX vs. SDVRX commentary
Sep 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 JVMIX is a Buy and SDVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. SDVRX (167M). SDVRX pays higher dividends than JVMIX: SDVRX (1.04) vs JVMIX (0.74). JVMIX was incepted earlier than SDVRX: JVMIX (28 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 : 12.18 vs. JVMIX (4.56). SDVRX return over 5 years is better than : 94.92 vs. JVMIX (56.64).
| JVMIX | SDVRX | JVMIX / SDVRX | |
| Total Expense Ratio | 0.85 | 1.45 | 59% |
| Annual Report Gross Expense Ratio | 0.86 | 5.93 | 15% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 12.245 | 8.404 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 167M | 14,551% |
| Annual Yield % from dividends | 0.74 | 1.04 | 71% |
| Returns for 1 year | 4.56 | 12.18 | 37% |
| Returns for 3 years | 19.78 | 26.98 | 73% |
| Returns for 5 years | 56.64 | 94.92 | 60% |
| Returns for 10 years | 59.45 | 49.40 | 120% |
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