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JVMIX vs SDVRX
JVMIX vs SDVRX Comparison
Open Charts JVMIX vs SDVRX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
PGIM Quant Solutions Mid-Cap Val R
Price$28.91
Change+$2.25 (+8.44%)
VolumeN/A
Net Assets173.28M
JVMIX vs SDVRX Comparison Chart in %
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JVMIX vs. SDVRX commentary
Feb 04, 2026
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: 24.7B vs. SDVRX (173M). SDVRX pays higher dividends than JVMIX: SDVRX (0.79) vs JVMIX (0.72). JVMIX was incepted earlier than SDVRX: JVMIX (29 years) vs SDVRX (11 years). SDVRX (6.37) is less costly to investors than JVMIX (0.86). SDVRX is a more actively managed with annual turnover of: 111.00 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 : 14.25 vs. JVMIX (4.96). SDVRX return over 5 years is better than : 62.79 vs. JVMIX (23.04).
| JVMIX | SDVRX | JVMIX / SDVRX | |
| Total Expense Ratio | 0.85 | 1.45 | 59% |
| Annual Report Gross Expense Ratio | 0.86 | 6.37 | 14% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 5.206 | 5.280 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 173M | 14,277% |
| Annual Yield % from dividends | 0.72 | 0.79 | 92% |
| Returns for 1 year | 4.96 | 14.25 | 35% |
| Returns for 3 years | 11.72 | 29.22 | 40% |
| Returns for 5 years | 23.04 | 62.79 | 37% |
| Returns for 10 years | 78.79 | 93.75 | 84% |
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