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JVMSX vs SDVRX
JVMSX vs SDVRX Comparison
Open Charts JVMSX vs SDVRX
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
PGIM Quant Solutions Mid-Cap Val R
Price$27.92
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets169.07M
JVMSX vs SDVRX Comparison Chart in %
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JVMSX 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 JVMSX is a Hold and SDVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. SDVRX (169M). SDVRX pays higher dividends than JVMSX: SDVRX (1.00) 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 : 11.81 vs. JVMSX (2.33). SDVRX return over 5 years is better than : 68.47 vs. JVMSX (22.07).
| 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 | 3.357 | 13.358 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 169M | 14,142% |
| Annual Yield % from dividends | 0.40 | 1.00 | 40% |
| Returns for 1 year | 2.33 | 11.81 | 20% |
| Returns for 3 years | 15.34 | 39.57 | 39% |
| Returns for 5 years | 22.07 | 68.47 | 32% |
| Returns for 10 years | 47.11 | 67.56 | 70% |
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