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JVMSX vs SVUIX
JVMSX vs SVUIX Comparison
Open Charts JVMSX vs SVUIX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
NAA SMid Cap Value Institutional
Price$37.92
Change-$0.56 (-1.46%)
VolumeN/A
Net Assets294.72M
JVMSX vs SVUIX Comparison Chart
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JVMSX vs. SVUIX commentary
Jun 15, 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 JVMSX is a StrongBuy and SVUIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. SVUIX (295M). SVUIX pays higher dividends than JVMSX: SVUIX (3.99) vs JVMSX (0.43). JVMSX was incepted earlier than SVUIX: JVMSX (13 years) vs SVUIX (17 years). JVMSX (1.26) is less costly to investors than SVUIX (0.97). JVMSX is a more actively managed with annual turnover of: 47.00 vs. SVUIX (25.00). JVMSX has a lower initial minimum investment than SVUIX: JVMSX (0) vs SVUIX (2000000). JVMSX annual gain was more profitable for investors over the last year : -3.29 vs. SVUIX (-43.17). JVMSX return over 5 years is better than : 50.13 vs. SVUIX (-41.67).
| JVMSX | SVUIX | JVMSX / SVUIX | |
| Total Expense Ratio | 1.25 | 0.92 | 136% |
| Annual Report Gross Expense Ratio | 1.26 | 0.97 | 130% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 2.313 | -1.660 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 295M | 7,288% |
| Annual Yield % from dividends | 0.43 | 3.99 | 11% |
| Returns for 1 year | -3.29 | -43.17 | 8% |
| Returns for 3 years | 15.80 | -49.57 | -32% |
| Returns for 5 years | 50.13 | -41.67 | -120% |
| Returns for 10 years | 33.43 | -58.37 | -57% |
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