JVMRX
Price
$27.90
Change
+$0.04 (+0.14%)
Updated
Dec 26 closing price
Net Assets
23.95B
SDVRX
Price
$27.91
Change
-$0.01 (-0.04%)
Updated
Dec 26 closing price
Net Assets
168.95M
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JVMRX vs SDVRX

Header iconJVMRX vs SDVRX Comparison
Open Charts JVMRX vs SDVRXBanner chart's image
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
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
JVMRX vs SDVRX Comparison Chart in %
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JVMRX vs. SDVRX commentary
Dec 27, 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 JVMRX is a Hold and SDVRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. SDVRX (169M). SDVRX pays higher dividends than JVMRX: SDVRX (1.00) vs JVMRX (0.83). JVMRX was incepted earlier than SDVRX: JVMRX (14 years) vs SDVRX (11 years). SDVRX (5.93) is less costly to investors than JVMRX (0.75). SDVRX is a more actively managed with annual turnover of: 97.00 vs. JVMRX (49.00). SDVRX has a lower initial minimum investment than JVMRX: SDVRX (0) vs JVMRX (1000000). SDVRX annual gain was more profitable for investors over the last year : 11.55 vs. JVMRX (2.35). SDVRX return over 5 years is better than : 68.41 vs. JVMRX (24.33).
JVMRXSDVRXJVMRX / SDVRX
Total Expense Ratio0.741.4551%
Annual Report Gross Expense Ratio0.755.9313%
Fund Existence14 years11 years-
Gain YTD3.56313.31727%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B169M14,142%
Annual Yield % from dividends0.831.0083%
Returns for 1 year2.3511.5520%
Returns for 3 years16.5539.1142%
Returns for 5 years24.3368.4136%
Returns for 10 years51.0267.0576%
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