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JVMTX vs SVYAX
JVMTX vs SVYAX Comparison
Open Charts JVMTX vs SVYAX
JHancock Disciplined Value Mid Cap R4
Price$27.21
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.79B
SEI US Managed Volatility A (SIIT)
Price$11.57
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets710.14M
JVMTX vs SVYAX Comparison Chart
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JVMTX vs. SVYAX commentary
May 23, 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: 21.8B vs. SVYAX (710M). SVYAX pays higher dividends than JVMTX: SVYAX (2.36) vs JVMTX (0.71). JVMTX was incepted earlier than SVYAX: JVMTX (12 years) vs SVYAX (16 years). JVMTX (1.11) is less costly to investors than SVYAX (0.62). SVYAX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than SVYAX: JVMTX (0) vs SVYAX (100000). SVYAX annual gain was more profitable for investors over the last year : 4.06 vs. JVMTX (-4.36). JVMTX return over 5 years is better than : 61.31 vs. SVYAX (10.75).
| JVMTX | SVYAX | JVMTX / SVYAX | |
| Total Expense Ratio | 1.00 | 0.20 | 500% |
| Annual Report Gross Expense Ratio | 1.11 | 0.62 | 179% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 3.456 | 6.049 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 710M | 3,070% |
| Annual Yield % from dividends | 0.71 | 2.36 | 30% |
| Returns for 1 year | -4.36 | 4.06 | -107% |
| Returns for 3 years | 12.71 | -1.14 | -1,117% |
| Returns for 5 years | 61.31 | 10.75 | 571% |
| Returns for 10 years | 35.64 | -0.54 | -6,604% |
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