Ad is loading...
JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$25.39
Change-$1.50 (-5.58%)
VolumeN/A
Net Assets21.35B
NAA SMid Cap Value Institutional
Price$4.68
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets303.77M
JVMTX vs SVUIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. SVUIX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.4B vs. SVUIX (304M). 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 : -8.06 vs. SVUIX (-43.50). JVMTX return over 5 years is better than : 89.43 vs. SVUIX (-19.90).
| 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 | -0.074 | -2.905 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 304M | 7,039% |
| Annual Yield % from dividends | 0.69 | 4.01 | 17% |
| Returns for 1 year | -8.06 | -43.50 | 19% |
| Returns for 3 years | -0.83 | -51.28 | 2% |
| Returns for 5 years | 89.43 | -19.90 | -449% |
| Returns for 10 years | 32.75 | -53.98 | -61% |
View a ticker or compare two or three
VS
VS
Ad is loading...