Ad is loading...
JVMRX vs SVUIX
JVMRX vs SVUIX Comparison
Open Charts JVMRX vs SVUIX
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
NAA SMid Cap Value Institutional
Price$36.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets291.89M
JVMRX vs SVUIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX 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 JVMRX is a Buy and SVUIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. SVUIX (292M). SVUIX pays higher dividends than JVMRX: SVUIX (4.09) vs JVMRX (0.96). JVMRX was incepted earlier than SVUIX: JVMRX (14 years) vs SVUIX (17 years). SVUIX (0.97) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. SVUIX (25.00). JVMRX has a lower initial minimum investment than SVUIX: JVMRX (1000000) vs SVUIX (2000000). JVMRX annual gain was more profitable for investors over the last year : -7.52 vs. SVUIX (-46.15). JVMRX return over 5 years is better than : 55.51 vs. SVUIX (-41.37).
| JVMRX | SVUIX | JVMRX / SVUIX | |
| Total Expense Ratio | 0.75 | 0.92 | 82% |
| Annual Report Gross Expense Ratio | 0.76 | 0.97 | 78% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | -0.965 | -4.149 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 292M | 7,158% |
| Annual Yield % from dividends | 0.96 | 4.09 | 24% |
| Returns for 1 year | -7.52 | -46.15 | 16% |
| Returns for 3 years | 7.37 | -52.54 | -14% |
| Returns for 5 years | 55.51 | -41.37 | -134% |
| Returns for 10 years | 34.25 | -58.57 | -58% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| INDL | 56.58 | 1.67 | +3.04% |
| Direxion Daily MSCI India Bull 2x ETF | |||
| FGDL | 44.58 | 0.33 | +0.75% |
| Franklin Responsibly Sourced Gold ETF | |||
| XLB | 84.56 | 0.22 | +0.26% |
| The Materials Select Sector SPDR® ETF | |||
| PSFO | 28.38 | N/A | N/A |
| Pacer Swan SOS Flex (October) ETF | |||
| LGOV | 21.13 | -0.41 | -1.90% |
| First Trust Long Duration Opp ETF | |||