JVMAX
Price
$28.55
Change
+$0.26 (+0.92%)
Updated
Dec 3 closing price
Net Assets
24.51B
SVYAX
Price
$12.03
Change
+$0.05 (+0.42%)
Updated
Dec 3 closing price
Net Assets
269.1M
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JVMAX vs SVYAX

Header iconJVMAX vs SVYAX Comparison
Open Charts JVMAX vs SVYAXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$28.55
Change+$0.26 (+0.92%)
VolumeN/A
Net Assets24.51B
SEI US Managed Volatility A (SIIT)
Price$12.03
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets269.1M
JVMAX vs SVYAX Comparison Chart in %
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JVMAX vs. SVYAX commentary
Dec 04, 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 JVMAX is a Buy and SVYAX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.5B vs. SVYAX (269M). SVYAX pays higher dividends than JVMAX: SVYAX (2.45) vs JVMAX (0.55). JVMAX was incepted earlier than SVYAX: JVMAX (29 years) vs SVYAX (17 years). JVMAX (1.11) is less costly to investors than SVYAX (0.62). SVYAX is a more actively managed with annual turnover of: 116.00 vs. JVMAX (49.00). JVMAX has a lower initial minimum investment than SVYAX: JVMAX (1000) vs SVYAX (100000). SVYAX annual gain was more profitable for investors over the last year : -5.23 vs. JVMAX (-6.68). JVMAX return over 5 years is better than : 30.76 vs. SVYAX (-0.04).
JVMAXSVYAXJVMAX / SVYAX
Total Expense Ratio1.100.20550%
Annual Report Gross Expense Ratio1.110.62179%
Fund Existence29 years17 years-
Gain YTD11.7629.853119%
Front Load5%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets24.5B269M9,108%
Annual Yield % from dividends0.552.4522%
Returns for 1 year-6.68-5.23128%
Returns for 3 years12.74-3.58-356%
Returns for 5 years30.76-0.04-75,940%
Returns for 10 years44.434.56974%
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