JVMTX
Price
$27.57
Change
-$0.32 (-1.15%)
Updated
Jun 13 closing price
Net Assets
21.73B
SVYAX
Price
$11.67
Change
-$0.11 (-0.93%)
Updated
Jun 13 closing price
Net Assets
706.53M
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JVMTX vs SVYAX

Header iconJVMTX vs SVYAX Comparison
Open Charts JVMTX vs SVYAXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
SEI US Managed Volatility A (SIIT)
Price$11.67
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets706.53M
JVMTX vs SVYAX Comparison Chart
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JVMTX vs. SVYAX commentary
Jun 14, 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.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.7B vs. SVYAX (707M). SVYAX pays higher dividends than JVMTX: SVYAX (2.30) vs JVMTX (0.67). 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 : 5.79 vs. JVMTX (-1.88). JVMTX return over 5 years is better than : 53.23 vs. SVYAX (8.80).
JVMTXSVYAXJVMTX / SVYAX
Total Expense Ratio1.000.20500%
Annual Report Gross Expense Ratio1.110.62179%
Fund Existence12 years16 years-
Gain YTD3.6426.13959%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.7B707M3,069%
Annual Yield % from dividends0.672.3029%
Returns for 1 year-1.885.79-32%
Returns for 3 years17.852.44732%
Returns for 5 years53.238.80605%
Returns for 10 years37.230.715,277%
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