JVMAX
Price
$28.14
Change
+$0.30 (+1.08%)
Updated
Oct 20 closing price
Net Assets
23.85B
SVYAX
Price
$12.04
Change
+$0.08 (+0.67%)
Updated
Oct 20 closing price
Net Assets
274.99M
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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$28.14
Change+$0.30 (+1.08%)
VolumeN/A
Net Assets23.85B
SEI US Managed Volatility A (SIIT)
Price$12.04
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets274.99M
JVMAX vs SVYAX Comparison Chart in %
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VS
JVMAX vs. SVYAX commentary
Oct 21, 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 Hold and SVYAX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. SVYAX (275M). SVYAX pays higher dividends than JVMAX: SVYAX (2.50) vs JVMAX (0.55). JVMAX was incepted earlier than SVYAX: JVMAX (28 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 : -2.45 vs. JVMAX (-4.71). JVMAX return over 5 years is better than : 47.18 vs. SVYAX (5.59).
JVMAXSVYAXJVMAX / SVYAX
Total Expense Ratio1.100.20550%
Annual Report Gross Expense Ratio1.110.62179%
Fund Existence28 years17 years-
Gain YTD10.70010.036107%
Front Load5%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B275M8,691%
Annual Yield % from dividends0.552.5022%
Returns for 1 year-4.71-2.45192%
Returns for 3 years24.987.50333%
Returns for 5 years47.185.59844%
Returns for 10 years46.234.301,074%
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