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JVMTX vs SVYAX
JVMTX vs SVYAX Comparison
Open Charts JVMTX vs SVYAX
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets24.3B
SEI US Managed Volatility A (SIIT)
Price$12.12
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets287.78M
JVMTX vs SVYAX Comparison Chart in %
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JVMTX vs. SVYAX commentary
Sep 07, 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 SVYAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. SVYAX (288M). SVYAX pays higher dividends than JVMTX: SVYAX (2.51) vs JVMTX (0.62). JVMTX was incepted earlier than SVYAX: JVMTX (12 years) vs SVYAX (17 years). JVMTX (1.10) is less costly to investors than SVYAX (0.62). JVMTX has a lower initial minimum investment than SVYAX: JVMTX (0) vs SVYAX (100000). JVMTX annual gain was more profitable for investors over the last year : 2.70 vs. SVYAX (1.27). JVMTX return over 5 years is better than : 54.07 vs. SVYAX (5.45).
| JVMTX | SVYAX | JVMTX / SVYAX | |
| Total Expense Ratio | 0.99 | 0.20 | 495% |
| Annual Report Gross Expense Ratio | 1.10 | 0.62 | 177% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 11.854 | 10.011 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 288M | 8,438% |
| Annual Yield % from dividends | 0.62 | 2.51 | 25% |
| Returns for 1 year | 2.70 | 1.27 | 213% |
| Returns for 3 years | 24.54 | 5.47 | 448% |
| Returns for 5 years | 54.07 | 5.45 | 993% |
| Returns for 10 years | 57.05 | 7.84 | 728% |
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