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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
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 %
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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.
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).
| 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 | 8.547 | 3.319 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 305M | 7,508% |
| Annual Yield % from dividends | 0.65 | 3.94 | 16% |
| Returns for 1 year | 0.41 | -42.68 | -1% |
| Returns for 3 years | 20.37 | -48.21 | -42% |
| Returns for 5 years | 56.27 | -41.96 | -134% |
| Returns for 10 years | 47.94 | -54.00 | -89% |
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