Interact to see
Advertisement
Advertisement
JVMRX vs SDVRX
JVMRX vs SDVRX Comparison
Open Charts JVMRX vs SDVRX
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 %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. SDVRX commentary
Dec 28, 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.
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).
| JVMRX | SDVRX | JVMRX / SDVRX | |
| Total Expense Ratio | 0.74 | 1.45 | 51% |
| Annual Report Gross Expense Ratio | 0.75 | 5.93 | 13% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 3.563 | 13.317 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 169M | 14,142% |
| Annual Yield % from dividends | 0.83 | 1.00 | 83% |
| Returns for 1 year | 2.35 | 11.55 | 20% |
| Returns for 3 years | 16.55 | 39.11 | 42% |
| Returns for 5 years | 24.33 | 68.41 | 36% |
| Returns for 10 years | 51.02 | 67.05 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XOEF | 26.21 | -0.01 | -0.04% |
| iShares S&P 500 ex S&P 100 ETF | |||
| QGRO | 116.69 | -0.10 | -0.09% |
| American Century US Quality Growth ETF | |||
| WTBN | 25.46 | -0.22 | -0.88% |
| WisdomTree Bianco Fixed Inc Ttl Ret ETF | |||
| AMZA | 39.07 | -0.54 | -1.36% |
| InfraCap MLP ETF | |||
| BLKC | 23.94 | -0.45 | -1.84% |
| Invesco Aln Glxy Blkh Usr&Dctrzd Cmr ETF | |||