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JVMSX vs SDVRX
JVMSX vs SDVRX Comparison
Open Charts JVMSX vs SDVRX
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
PGIM Quant Solutions Mid-Cap Val R
Price$26.70
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets167.34M
JVMSX vs SDVRX Comparison Chart in %
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JVMSX vs. SDVRX commentary
Sep 09, 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 Buy and SDVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. SDVRX (167M). SDVRX pays higher dividends than JVMSX: SDVRX (1.04) vs JVMSX (0.40). JVMSX was incepted earlier than SDVRX: JVMSX (14 years) vs SDVRX (11 years). SDVRX (5.93) is less costly to investors than JVMSX (1.25). SDVRX is a more actively managed with annual turnover of: 97.00 vs. JVMSX (49.00). JVMSX (0) and SDVRX (0) have matching initial minimum investment requirements. SDVRX annual gain was more profitable for investors over the last year : 12.18 vs. JVMSX (4.09). SDVRX return over 5 years is better than : 94.92 vs. JVMSX (54.47).
| JVMSX | SDVRX | JVMSX / SDVRX | |
| Total Expense Ratio | 1.24 | 1.45 | 86% |
| Annual Report Gross Expense Ratio | 1.25 | 5.93 | 21% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 11.936 | 8.404 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 167M | 14,611% |
| Annual Yield % from dividends | 0.40 | 1.04 | 38% |
| Returns for 1 year | 4.09 | 12.18 | 34% |
| Returns for 3 years | 18.75 | 26.98 | 69% |
| Returns for 5 years | 54.47 | 94.92 | 57% |
| Returns for 10 years | 55.37 | 49.40 | 112% |
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