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JVMIX vs SVUIX
JVMIX vs SVUIX Comparison
Open Charts JVMIX vs SVUIX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Guggenheim SMid Cap Value Institutional
Price$8.97
Change-$0.06 (-0.66%)
VolumeN/A
CapitalizationN/A
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JVMIX vs SVUIX Comparison Chart
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JVMIX 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 JVMIX is a Buy and SVUIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. SVUIX (374M). SVUIX pays higher dividends than JVMIX: SVUIX (2.24) vs JVMIX (0.84). JVMIX was incepted earlier than SVUIX: JVMIX (27 years) vs SVUIX (16 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. SVUIX (28.00). JVMIX has a lower initial minimum investment than SVUIX: JVMIX (250000) vs SVUIX (2000000). JVMIX annual gain was more profitable for investors over the last year : 16.37 vs. SVUIX (9.38). JVMIX return over 5 years is better than : 43.06 vs. SVUIX (-3.03).
| JVMIX | SVUIX | JVMIX / SVUIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 16 years | - |
| Gain YTD | 10.157 | 8.446 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 374M | 6,257% |
| Annual Yield % from dividends | 0.84 | 2.24 | 38% |
| Returns for 1 year | 16.37 | 9.38 | 175% |
| Returns for 3 years | 10.72 | -22.74 | -47% |
| Returns for 5 years | 43.06 | -3.03 | -1,422% |
| Returns for 10 years | 60.49 | -26.71 | -226% |