Interact to see
Advertisement
Advertisement
JVMIX vs SDVRX
JVMIX vs SDVRX Comparison
Open Charts JVMIX vs SDVRX
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
PGIM Quant Solutions Mid-Cap Val R
Price$27.61
Change+$0.20 (+0.73%)
VolumeN/A
Net Assets167.25M
JVMIX vs SDVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. SDVRX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. SDVRX (167M). 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 : 4.24 vs. JVMIX (-5.91). SDVRX return over 5 years is better than : 66.15 vs. JVMIX (33.54).
| 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 | 12.022 | 11.449 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 167M | 14,671% |
| Annual Yield % from dividends | 0.74 | 1.00 | 73% |
| Returns for 1 year | -5.91 | 4.24 | -139% |
| Returns for 3 years | 14.46 | 28.58 | 51% |
| Returns for 5 years | 33.54 | 66.15 | 51% |
| Returns for 10 years | 50.20 | 49.97 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers