JVMSX
Price
$27.43
Change
-$0.32 (-1.15%)
Updated
Jun 13 closing price
Net Assets
21.73B
SVYAX
Price
$11.67
Change
-$0.11 (-0.93%)
Updated
Jun 13 closing price
Net Assets
706.53M
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JVMSX vs SVYAX

Header iconJVMSX vs SVYAX Comparison
Open Charts JVMSX vs SVYAXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
SEI US Managed Volatility A (SIIT)
Price$11.67
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets706.53M
JVMSX vs SVYAX Comparison Chart
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JVMSX vs. SVYAX commentary
Jun 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.7B vs. SVYAX (707M). SVYAX pays higher dividends than JVMSX: SVYAX (2.30) vs JVMSX (0.43). 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 : 5.79 vs. JVMSX (-2.16). JVMSX return over 5 years is better than : 51.88 vs. SVYAX (8.80).
JVMSXSVYAXJVMSX / SVYAX
Total Expense Ratio1.250.20625%
Annual Report Gross Expense Ratio1.260.62203%
Fund Existence13 years16 years-
Gain YTD3.5066.13957%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.7B707M3,069%
Annual Yield % from dividends0.432.3019%
Returns for 1 year-2.165.79-37%
Returns for 3 years17.152.44703%
Returns for 5 years51.888.80590%
Returns for 10 years34.990.714,960%
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