JVMTX
Price
$29.40
Change
+$0.19 (+0.65%)
Updated
Jul 25 closing price
Net Assets
22.92B
SVUIX
Price
$39.97
Change
+$0.13 (+0.33%)
Updated
Jul 25 closing price
Net Assets
305.03M
Interact to see
Advertisement

JVMTX vs SVUIX

Header iconJVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.92B
NAA SMid Cap Value Institutional
Price$39.97
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets305.03M
JVMTX vs SVUIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JVMTX vs. SVUIX 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 JVMTX is a Buy and SVUIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.9B vs. SVUIX (305M). SVUIX pays higher dividends than JVMTX: SVUIX (3.94) vs JVMTX (0.65). JVMTX was incepted earlier than SVUIX: JVMTX (12 years) vs SVUIX (17 years). JVMTX (1.11) 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 : 0.41 vs. SVUIX (-42.68). JVMTX return over 5 years is better than : 56.27 vs. SVUIX (-41.96).
JVMTXSVUIXJVMTX / SVUIX
Total Expense Ratio1.000.92109%
Annual Report Gross Expense Ratio1.110.97114%
Fund Existence12 years17 years-
Gain YTD8.5473.319257%
Front LoadN/AN/A-
Min. Initial Investment02000000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.9B305M7,508%
Annual Yield % from dividends0.653.9416%
Returns for 1 year0.41-42.68-1%
Returns for 3 years20.37-48.21-42%
Returns for 5 years56.27-41.96-134%
Returns for 10 years47.94-54.00-89%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VOE170.571.15
+0.68%
Vanguard Mid-Cap Value ETF
PMF7.790.04
+0.52%
PIMCO Municipal Income FUND
GURU55.090.09
+0.16%
Global X Guru™ ETF
BSJP23.06N/A
+0.02%
Invesco BulletShares 2025 HY Corp Bd ETF
WTID13.64N/A
N/A
MicroSectors™ Energy -3X Invrs Lvrgd ETN