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JVMAX vs SEVAX
JVMAX vs SEVAX Comparison
Open Charts JVMAX vs SEVAX
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
JVMAX vs SEVAX Comparison Chart
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JVMAX vs. SEVAX commentary
May 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 JVMAX is a Buy and SEVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.6B vs. SEVAX (289M). JVMAX (0.63) and SEVAX (0.62) have matching dividends . JVMAX was incepted earlier than SEVAX: JVMAX (28 years) vs SEVAX (28 years). SEVAX (1.19) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. SEVAX (25.00). JVMAX initial investment is less costly to investors than SEVAX (5%) vs SEVAX (5%). JVMAX has a lower initial minimum investment than SEVAX: JVMAX (1000) vs SEVAX (2500). JVMAX annual gain was more profitable for investors over the last year : -8.80 vs. SEVAX (-10.25). JVMAX return over 5 years is better than : 49.78 vs. SEVAX (44.95).
| JVMAX | SEVAX | JVMAX / SEVAX | |
| Total Expense Ratio | 1.12 | 1.15 | 97% |
| Annual Report Gross Expense Ratio | 1.13 | 1.19 | 95% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | -2.360 | -5.053 | 47% |
| Front Load | 5% | 5% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 289M | 7,128% |
| Annual Yield % from dividends | 0.63 | 0.62 | 101% |
| Returns for 1 year | -8.80 | -10.25 | 86% |
| Returns for 3 years | 4.03 | -1.50 | -268% |
| Returns for 5 years | 49.78 | 44.95 | 111% |
| Returns for 10 years | 26.12 | 6.05 | 431% |
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