JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
22.92B
SVYAX
Price
$11.84
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
346.45M
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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$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets22.92B
SEI US Managed Volatility A (SIIT)
Price$11.84
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets346.45M
JVMAX vs SVYAX Comparison Chart in %
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VS
JVMAX vs. SVYAX commentary
Jul 26, 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 Buy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.9B vs. SVYAX (346M). SVYAX pays higher dividends than JVMAX: SVYAX (2.27) vs JVMAX (0.58). JVMAX was incepted earlier than SVYAX: JVMAX (28 years) vs SVYAX (17 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 (49.00). 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 : 2.95 vs. JVMAX (-0.29). JVMAX return over 5 years is better than : 53.69 vs. SVYAX (5.58).
JVMAXSVYAXJVMAX / SVYAX
Total Expense Ratio1.120.20560%
Annual Report Gross Expense Ratio1.130.62182%
Fund Existence28 years17 years-
Gain YTD8.4587.556112%
Front Load5%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets22.9B346M6,618%
Annual Yield % from dividends0.582.2725%
Returns for 1 year-0.292.95-10%
Returns for 3 years18.900.662,881%
Returns for 5 years53.695.58961%
Returns for 10 years43.551.602,724%
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