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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$27.09
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets21.19B
NAA SMid Cap Value Institutional
Price$37.19
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets292.32M
JVMTX vs SVUIX Comparison Chart
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JVMTX vs. SVUIX commentary
May 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: 21.2B vs. SVUIX (292M). SVUIX pays higher dividends than JVMTX: SVUIX (4.09) vs JVMTX (0.71). 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 (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 : -5.39 vs. SVUIX (-45.37). JVMTX return over 5 years is better than : 56.97 vs. SVUIX (-40.33).
| 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 | 0.669 | -3.553 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 292M | 7,260% |
| Annual Yield % from dividends | 0.71 | 4.09 | 17% |
| Returns for 1 year | -5.39 | -45.37 | 12% |
| Returns for 3 years | 8.68 | -52.82 | -16% |
| Returns for 5 years | 56.97 | -40.33 | -141% |
| Returns for 10 years | 33.36 | -58.34 | -57% |
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