Ad is loading...
JVMCX vs SVUIX
JVMCX vs SVUIX Comparison
Open Charts JVMCX vs SVUIX
JHancock Disciplined Value Mid Cap C
Price$28.59
Change-$0.18 (-0.63%)
VolumeN/A
CapitalizationN/A
Guggenheim SMid Cap Value Institutional
Price$8.97
Change-$0.06 (-0.66%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JVMCX vs SVUIX Comparison Chart
Loading...
JVMCX vs. SVUIX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.4B vs. SVUIX (374M). SVUIX pays higher dividends than JVMCX: SVUIX (2.24) vs JVMCX (0.01). JVMCX was incepted earlier than SVUIX: JVMCX (13 years) vs SVUIX (16 years). JVMCX is a more actively managed with annual turnover of: 41.00 vs. SVUIX (28.00). 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 : 14.99 vs. SVUIX (9.38). JVMCX return over 5 years is better than : 37.53 vs. SVUIX (-3.03).
| JVMCX | SVUIX | JVMCX / SVUIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 9.336 | 8.446 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 374M | 6,257% |
| Annual Yield % from dividends | 0.01 | 2.24 | 1% |
| Returns for 1 year | 14.99 | 9.38 | 160% |
| Returns for 3 years | 7.77 | -22.74 | -34% |
| Returns for 5 years | 37.53 | -3.03 | -1,239% |
| Returns for 10 years | 47.55 | -26.71 | -178% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers