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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
NAA SMid Cap Value Institutional
Price$37.92
Change-$0.56 (-1.46%)
VolumeN/A
Net Assets299.25M
JVMTX vs SVUIX Comparison Chart
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JVMTX vs. SVUIX commentary
Jun 15, 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: 21.7B vs. SVUIX (299M). SVUIX pays higher dividends than JVMTX: SVUIX (3.99) vs JVMTX (0.67). 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 : -1.88 vs. SVUIX (-42.33). JVMTX return over 5 years is better than : 53.23 vs. SVUIX (-40.81).
| 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 | 3.642 | -0.207 | -1,755% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 299M | 7,258% |
| Annual Yield % from dividends | 0.67 | 3.99 | 17% |
| Returns for 1 year | -1.88 | -42.33 | 4% |
| Returns for 3 years | 17.85 | -48.82 | -37% |
| Returns for 5 years | 53.23 | -40.81 | -130% |
| Returns for 10 years | 37.23 | -57.76 | -64% |
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