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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$28.95
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
NAA SMid Cap Value Institutional
Price$39.63
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets289.71M
JVMTX vs SVUIX Comparison Chart in %
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JVMTX vs. SVUIX commentary
Nov 20, 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 JVMTX is a Hold and SVUIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.5B vs. SVUIX (290M). SVUIX pays higher dividends than JVMTX: SVUIX (3.83) vs JVMTX (0.63). JVMTX was incepted earlier than SVUIX: JVMTX (12 years) vs SVUIX (17 years). JVMTX (1.10) is less costly to investors than SVUIX (0.97). JVMTX is a more actively managed with annual turnover of: 49.00 vs. SVUIX (25.00). JVMTX has a lower initial minimum investment than SVUIX: JVMTX (0) vs SVUIX (2000000). JVMTX annual gain was more profitable for investors over the last year : -6.60 vs. SVUIX (-45.94). JVMTX return over 5 years is better than : 32.20 vs. SVUIX (-49.29).
| JVMTX | SVUIX | JVMTX / SVUIX | |
| Total Expense Ratio | 0.99 | 0.92 | 108% |
| Annual Report Gross Expense Ratio | 1.10 | 0.97 | 113% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 7.692 | 3.034 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 290M | 8,103% |
| Annual Yield % from dividends | 0.63 | 3.83 | 16% |
| Returns for 1 year | -6.60 | -45.94 | 14% |
| Returns for 3 years | 12.39 | -51.21 | -24% |
| Returns for 5 years | 32.20 | -49.29 | -65% |
| Returns for 10 years | 43.82 | -53.70 | -82% |
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