JVMTX
Price
$29.51
Change
+$0.13 (+0.44%)
Updated
Oct 17 closing price
Net Assets
23.74B
SVUIX
Price
$40.60
Change
+$0.11 (+0.27%)
Updated
Oct 17 closing price
Net Assets
299.95M
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$29.51
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
NAA SMid Cap Value Institutional
Price$40.60
Change+$0.11 (+0.27%)
VolumeN/A
Net Assets299.95M
JVMTX vs SVUIX Comparison Chart in %
View a ticker or compare two or three
VS
JVMTX vs. SVUIX commentary
Oct 18, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B vs. SVUIX (300M). SVUIX pays higher dividends than JVMTX: SVUIX (3.80) vs JVMTX (0.62). 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 : -5.43 vs. SVUIX (-44.84). JVMTX return over 5 years is better than : 46.13 vs. SVUIX (-44.09).
JVMTXSVUIXJVMTX / SVUIX
Total Expense Ratio0.990.92108%
Annual Report Gross Expense Ratio1.100.97113%
Fund Existence12 years17 years-
Gain YTD9.1795.005183%
Front LoadN/AN/A-
Min. Initial Investment02000000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.7B300M7,900%
Annual Yield % from dividends0.623.8016%
Returns for 1 year-5.43-44.8412%
Returns for 3 years24.46-46.15-53%
Returns for 5 years46.13-44.09-105%
Returns for 10 years49.46-53.16-93%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CVTRX55.880.10
+0.18%
Calamos Growth & Income A
FAGCX237.69N/A
N/A
Fidelity Advisor Growth Opps I
QBNAX34.94N/A
N/A
Pear Tree Polaris Small Cap Instl
PGRCX56.61N/A
N/A
BNY Mellon Worldwide Growth C
EKSYX6.32N/A
N/A
Allspring Diversified Income Bldr Inst