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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$29.73
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
NAA SMid Cap Value Institutional
Price$40.40
Change-$0.22 (-0.54%)
VolumeN/A
Net Assets302.55M
JVMTX vs SVUIX Comparison Chart in %
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JVMTX vs. SVUIX commentary
Sep 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 Hold and SVUIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. SVUIX (303M). SVUIX pays higher dividends than JVMTX: SVUIX (3.81) 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 : -0.34 vs. SVUIX (-43.00). JVMTX return over 5 years is better than : 60.90 vs. SVUIX (-38.71).
| 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 | 11.408 | 5.342 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 303M | 7,987% |
| Annual Yield % from dividends | 0.62 | 3.81 | 16% |
| Returns for 1 year | -0.34 | -43.00 | 1% |
| Returns for 3 years | 34.05 | -42.40 | -80% |
| Returns for 5 years | 60.90 | -38.71 | -157% |
| Returns for 10 years | 63.67 | -49.72 | -128% |
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