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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$27.47
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
NAA SMid Cap Value Institutional
Price$4.79
Change-$0.09 (-1.84%)
VolumeN/A
Net Assets315.75M
JVMTX vs SVUIX Comparison Chart
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JVMTX vs. SVUIX commentary
Feb 23, 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 StrongBuy and SVUIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. SVUIX (316M). SVUIX pays higher dividends than JVMTX: SVUIX (2.24) vs JVMTX (0.73). JVMTX was incepted earlier than SVUIX: JVMTX (12 years) vs SVUIX (17 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. SVUIX (28.00). 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 : -1.95 vs. SVUIX (-38.81). JVMTX return over 5 years is better than : 24.70 vs. SVUIX (-46.86).
| JVMTX | SVUIX | JVMTX / SVUIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 2.081 | 1.245 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 316M | 7,120% |
| Annual Yield % from dividends | 0.73 | 2.24 | 32% |
| Returns for 1 year | -1.95 | -38.81 | 5% |
| Returns for 3 years | 3.49 | -46.83 | -7% |
| Returns for 5 years | 24.70 | -46.86 | -53% |
| Returns for 10 years | 36.20 | -51.60 | -70% |
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