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JVMSX vs SDVRX
JVMSX vs SDVRX Comparison
Open Charts JVMSX vs SDVRX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
PGIM Quant Solutions Mid-Cap Val R
Price$24.36
Change-$0.31 (-1.26%)
VolumeN/A
Net Assets157.04M
JVMSX vs SDVRX Comparison Chart
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JVMSX vs. SDVRX commentary
Jun 16, 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 JVMSX is a StrongBuy and SDVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. SDVRX (157M). SDVRX pays higher dividends than JVMSX: SDVRX (1.14) vs JVMSX (0.43). JVMSX was incepted earlier than SDVRX: JVMSX (13 years) vs SDVRX (10 years). SDVRX (5.93) is less costly to investors than JVMSX (1.26). SDVRX is a more actively managed with annual turnover of: 97.00 vs. JVMSX (47.00). JVMSX (0) and SDVRX (0) have matching initial minimum investment requirements. SDVRX annual gain was more profitable for investors over the last year : 5.73 vs. JVMSX (-3.29). SDVRX return over 5 years is better than : 86.92 vs. JVMSX (50.13).
| JVMSX | SDVRX | JVMSX / SDVRX | |
| Total Expense Ratio | 1.25 | 1.45 | 86% |
| Annual Report Gross Expense Ratio | 1.26 | 5.93 | 21% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 2.313 | -1.096 | -211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 157M | 13,694% |
| Annual Yield % from dividends | 0.43 | 1.14 | 38% |
| Returns for 1 year | -3.29 | 5.73 | -57% |
| Returns for 3 years | 15.80 | 22.73 | 70% |
| Returns for 5 years | 50.13 | 86.92 | 58% |
| Returns for 10 years | 33.43 | 26.67 | 125% |
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