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JVMCX vs SVUIX
JVMCX vs SVUIX Comparison
Open Charts JVMCX vs SVUIX
JHancock Disciplined Value Mid Cap C
Price$24.96
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
NAA SMid Cap Value Institutional
Price$36.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets291.89M
JVMCX vs SVUIX Comparison Chart
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JVMCX vs. SVUIX 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 JVMCX is a Buy and SVUIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.9B vs. SVUIX (292M). SVUIX pays higher dividends than JVMCX: SVUIX (4.09) vs JVMCX (0.00). JVMCX was incepted earlier than SVUIX: JVMCX (14 years) vs SVUIX (17 years). JVMCX (1.88) is less costly to investors than SVUIX (0.97). JVMCX is a more actively managed with annual turnover of: 47.00 vs. SVUIX (25.00). JVMCX has a lower initial minimum investment than SVUIX: JVMCX (1000) vs SVUIX (2000000). JVMCX annual gain was more profitable for investors over the last year : -9.17 vs. SVUIX (-46.15). JVMCX return over 5 years is better than : 48.07 vs. SVUIX (-41.37).
| JVMCX | SVUIX | JVMCX / SVUIX | |
| Total Expense Ratio | 1.87 | 0.92 | 203% |
| Annual Report Gross Expense Ratio | 1.88 | 0.97 | 194% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | -1.344 | -4.149 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 292M | 7,158% |
| Annual Yield % from dividends | 0.00 | 4.09 | - |
| Returns for 1 year | -9.17 | -46.15 | 20% |
| Returns for 3 years | 3.89 | -52.54 | -7% |
| Returns for 5 years | 48.07 | -41.37 | -116% |
| Returns for 10 years | 22.01 | -58.57 | -38% |
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