JVMAX
Price
$25.14
Change
+$0.08 (+0.32%)
Updated
May 9 closing price
Net Assets
20.89B
SVYAX
Price
$11.41
Change
-$0.02 (-0.17%)
Updated
May 9 closing price
Net Assets
688.97M
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JVMAX vs SVYAX

Header iconJVMAX vs SVYAX Comparison
Open Charts JVMAX vs SVYAXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$25.14
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
SEI US Managed Volatility A (SIIT)
Price$11.41
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets688.97M
JVMAX vs SVYAX Comparison Chart
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VS
JVMAX vs. SVYAX commentary
May 11, 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 SVYAX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.9B vs. SVYAX (689M). SVYAX pays higher dividends than JVMAX: SVYAX (2.36) vs JVMAX (0.63). JVMAX was incepted earlier than SVYAX: JVMAX (28 years) vs SVYAX (16 years). JVMAX (1.13) is less costly to investors than SVYAX (0.62). SVYAX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (47.00). JVMAX has a lower initial minimum investment than SVYAX: JVMAX (1000) vs SVYAX (100000). SVYAX annual gain was more profitable for investors over the last year : 1.58 vs. JVMAX (-8.42). JVMAX return over 5 years is better than : 51.71 vs. SVYAX (7.36).
JVMAXSVYAXJVMAX / SVYAX
Total Expense Ratio1.120.20560%
Annual Report Gross Expense Ratio1.130.62182%
Fund Existence28 years16 years-
Gain YTD-1.1012.805-39%
Front Load5%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets20.9B689M3,033%
Annual Yield % from dividends0.632.3627%
Returns for 1 year-8.421.58-533%
Returns for 3 years5.51-6.10-90%
Returns for 5 years51.717.36703%
Returns for 10 years28.25-2.19-1,290%
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