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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.76B
NAA SMid Cap Value Institutional
Price$39.88
Change-$0.14 (-0.35%)
VolumeN/A
Net Assets303.64M
JVMTX vs SVUIX Comparison Chart in %
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JVMTX vs. SVUIX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. SVUIX (304M). SVUIX pays higher dividends than JVMTX: SVUIX (3.91) vs JVMTX (0.64). 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 : 1.38 vs. SVUIX (-42.23). JVMTX return over 5 years is better than : 50.48 vs. SVUIX (-45.04).
| JVMTX | SVUIX | JVMTX / SVUIX | |
| Total Expense Ratio | 1.00 | 0.92 | 109% |
| Annual Report Gross Expense Ratio | 1.11 | 0.97 | 114% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 9.736 | 3.786 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 304M | 7,829% |
| Annual Yield % from dividends | 0.64 | 3.91 | 16% |
| Returns for 1 year | 1.38 | -42.23 | -3% |
| Returns for 3 years | 12.42 | -51.65 | -24% |
| Returns for 5 years | 50.48 | -45.04 | -112% |
| Returns for 10 years | 45.03 | -54.94 | -82% |
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