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JVMTX vs SDVRX
JVMTX vs SDVRX Comparison
Open Charts JVMTX vs SDVRX
JHancock Disciplined Value Mid Cap R4
Price$30.04
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
PGIM Quant Solutions Mid-Cap Val R
Price$26.82
Change+$0.30 (+1.13%)
VolumeN/A
Net Assets166.75M
JVMTX vs SDVRX Comparison Chart in %
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JVMTX vs. SDVRX commentary
Sep 29, 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 JVMTX is a Hold and SDVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. SDVRX (167M). SDVRX pays higher dividends than JVMTX: SDVRX (1.04) vs JVMTX (0.62). JVMTX was incepted earlier than SDVRX: JVMTX (12 years) vs SDVRX (11 years). SDVRX (5.93) is less costly to investors than JVMTX (1.10). SDVRX is a more actively managed with annual turnover of: 97.00 vs. JVMTX (49.00). JVMTX (0) and SDVRX (0) have matching initial minimum investment requirements. SDVRX annual gain was more profitable for investors over the last year : 7.72 vs. JVMTX (-1.02). SDVRX return over 5 years is better than : 106.09 vs. JVMTX (61.22).
| JVMTX | SDVRX | JVMTX / SDVRX | |
| Total Expense Ratio | 0.99 | 1.45 | 68% |
| Annual Report Gross Expense Ratio | 1.10 | 5.93 | 19% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 11.631 | 8.892 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 167M | 14,491% |
| Annual Yield % from dividends | 0.62 | 1.04 | 60% |
| Returns for 1 year | -1.02 | 7.72 | -13% |
| Returns for 3 years | 34.61 | 48.13 | 72% |
| Returns for 5 years | 61.22 | 106.09 | 58% |
| Returns for 10 years | 63.56 | 55.89 | 114% |
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