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JVMSX vs SVUIX
JVMSX vs SVUIX Comparison
Open Charts JVMSX vs SVUIX
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
NAA SMid Cap Value Institutional
Price$36.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets291.89M
JVMSX vs SVUIX Comparison Chart
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JVMSX 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 JVMSX is a Buy and SVUIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. SVUIX (292M). SVUIX pays higher dividends than JVMSX: SVUIX (4.09) vs JVMSX (0.46). JVMSX was incepted earlier than SVUIX: JVMSX (13 years) vs SVUIX (17 years). JVMSX (1.26) is less costly to investors than SVUIX (0.97). JVMSX is a more actively managed with annual turnover of: 47.00 vs. SVUIX (25.00). JVMSX has a lower initial minimum investment than SVUIX: JVMSX (0) vs SVUIX (2000000). JVMSX annual gain was more profitable for investors over the last year : -8.06 vs. SVUIX (-46.15). JVMSX return over 5 years is better than : 52.90 vs. SVUIX (-41.37).
| JVMSX | SVUIX | JVMSX / SVUIX | |
| Total Expense Ratio | 1.25 | 0.92 | 136% |
| Annual Report Gross Expense Ratio | 1.26 | 0.97 | 130% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | -1.156 | -4.149 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 292M | 7,158% |
| Annual Yield % from dividends | 0.46 | 4.09 | 11% |
| Returns for 1 year | -8.06 | -46.15 | 17% |
| Returns for 3 years | 6.19 | -52.54 | -12% |
| Returns for 5 years | 52.90 | -41.37 | -128% |
| Returns for 10 years | 30.02 | -58.57 | -51% |
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