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JVMIX vs SDVRX
JVMIX vs SDVRX Comparison
Open Charts JVMIX vs SDVRX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
PGIM Quant Solutions Mid-Cap Val R
Price$25.84
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets165.36M
JVMIX vs SDVRX Comparison Chart in %
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JVMIX vs. SDVRX commentary
Jul 07, 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 StrongBuy and SDVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. SDVRX (165M). SDVRX pays higher dividends than JVMIX: SDVRX (1.09) vs JVMIX (0.78). JVMIX was incepted earlier than SDVRX: JVMIX (28 years) vs SDVRX (11 years). SDVRX (5.93) is less costly to investors than JVMIX (0.88). SDVRX is a more actively managed with annual turnover of: 97.00 vs. JVMIX (47.00). 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 : 13.03 vs. JVMIX (3.45). SDVRX return over 5 years is better than : 106.72 vs. JVMIX (62.76).
| JVMIX | SDVRX | JVMIX / SDVRX | |
| Total Expense Ratio | 0.87 | 1.45 | 60% |
| Annual Report Gross Expense Ratio | 0.88 | 5.93 | 15% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 8.423 | 4.913 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 165M | 13,697% |
| Annual Yield % from dividends | 0.78 | 1.09 | 71% |
| Returns for 1 year | 3.45 | 13.03 | 26% |
| Returns for 3 years | 23.84 | 30.31 | 79% |
| Returns for 5 years | 62.76 | 106.72 | 59% |
| Returns for 10 years | 48.34 | 36.47 | 133% |
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