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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets23.93B
NAA SMid Cap Value Institutional
Price$41.12
Change+$0.52 (+1.28%)
VolumeN/A
Net Assets304.84M
JVMTX vs SVUIX Comparison Chart in %
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JVMTX vs. SVUIX commentary
Sep 05, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. SVUIX (305M). 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 : 0.45 vs. SVUIX (-41.52). JVMTX return over 5 years is better than : 51.77 vs. SVUIX (-42.82).
| 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 | 10.182 | 5.290 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 305M | 7,836% |
| Annual Yield % from dividends | 0.62 | 3.81 | 16% |
| Returns for 1 year | 0.45 | -41.52 | -1% |
| Returns for 3 years | 22.08 | -46.79 | -47% |
| Returns for 5 years | 51.77 | -42.82 | -121% |
| Returns for 10 years | 58.69 | -50.98 | -115% |
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