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JVMSX vs SVYAX
JVMSX vs SVYAX Comparison
Open Charts JVMSX vs SVYAX
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.92B
SEI US Managed Volatility A (SIIT)
Price$11.84
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets346.45M
JVMSX vs SVYAX Comparison Chart in %
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JVMSX vs. SVYAX commentary
Jul 26, 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.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.9B vs. SVYAX (346M). SVYAX pays higher dividends than JVMSX: SVYAX (2.27) vs JVMSX (0.42). JVMSX was incepted earlier than SVYAX: JVMSX (13 years) vs SVYAX (17 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 (49.00). 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 : 2.95 vs. JVMSX (0.13). JVMSX return over 5 years is better than : 54.95 vs. SVYAX (5.58).
| 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 | 17 years | - |
| Gain YTD | 8.392 | 7.556 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 346M | 6,618% |
| Annual Yield % from dividends | 0.42 | 2.27 | 18% |
| Returns for 1 year | 0.13 | 2.95 | 5% |
| Returns for 3 years | 19.68 | 0.66 | 2,999% |
| Returns for 5 years | 54.95 | 5.58 | 984% |
| Returns for 10 years | 45.52 | 1.60 | 2,847% |
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