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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$25.60
Change+$0.43 (+1.71%)
VolumeN/A
Net Assets19.84B
NAA SMid Cap Value Institutional
Price$35.92
Change+$0.54 (+1.53%)
VolumeN/A
Net Assets281.11M
JVMTX vs SVUIX Comparison Chart
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JVMTX vs. SVUIX commentary
Apr 25, 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.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.8B vs. SVUIX (281M). SVUIX pays higher dividends than JVMTX: SVUIX (4.01) vs JVMTX (0.69). 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: 47.00 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 : -11.04 vs. SVUIX (-46.72). JVMTX return over 5 years is better than : 53.25 vs. SVUIX (-39.97).
| 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 | -6.466 | -8.247 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 281M | 7,046% |
| Annual Yield % from dividends | 0.69 | 4.01 | 17% |
| Returns for 1 year | -11.04 | -46.72 | 24% |
| Returns for 3 years | -4.64 | -56.93 | 8% |
| Returns for 5 years | 53.25 | -39.97 | -133% |
| Returns for 10 years | 24.44 | -60.55 | -40% |
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