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JVMSX vs SVYAX
JVMSX vs SVYAX Comparison
Open Charts JVMSX vs SVYAX
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
SEI US Managed Volatility A (SIIT)
Price$11.41
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets688.97M
JVMSX vs SVYAX Comparison Chart
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JVMSX vs. SVYAX 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 SVYAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. SVYAX (689M). SVYAX pays higher dividends than JVMSX: SVYAX (2.36) vs JVMSX (0.46). JVMSX was incepted earlier than SVYAX: JVMSX (13 years) vs SVYAX (16 years). JVMSX (1.26) is less costly to investors than SVYAX (0.62). SVYAX is a more actively managed with annual turnover of: 59.00 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than SVYAX: JVMSX (0) vs SVYAX (100000). SVYAX annual gain was more profitable for investors over the last year : 1.58 vs. JVMSX (-8.06). JVMSX return over 5 years is better than : 52.90 vs. SVYAX (7.36).
| JVMSX | SVYAX | JVMSX / SVYAX | |
| Total Expense Ratio | 1.25 | 0.20 | 625% |
| Annual Report Gross Expense Ratio | 1.26 | 0.62 | 203% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | -1.156 | 2.805 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 689M | 3,033% |
| Annual Yield % from dividends | 0.46 | 2.36 | 19% |
| Returns for 1 year | -8.06 | 1.58 | -510% |
| Returns for 3 years | 6.19 | -6.10 | -102% |
| Returns for 5 years | 52.90 | 7.36 | 719% |
| Returns for 10 years | 30.02 | -2.19 | -1,371% |
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