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JVMSX vs SVUIX
JVMSX vs SVUIX Comparison
Open Charts JVMSX vs SVUIX
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
NAA SMid Cap Value Institutional
Price$39.97
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets305.89M
JVMSX vs SVUIX Comparison Chart in %
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JVMSX vs. SVUIX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. SVUIX (306M). SVUIX pays higher dividends than JVMSX: SVUIX (3.94) vs JVMSX (0.42). 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: 49.00 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 : 0.75 vs. SVUIX (-42.50). JVMSX return over 5 years is better than : 55.91 vs. SVUIX (-41.77).
| 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 | 9.064 | 3.657 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 306M | 7,549% |
| Annual Yield % from dividends | 0.42 | 3.94 | 11% |
| Returns for 1 year | 0.75 | -42.50 | -2% |
| Returns for 3 years | 20.42 | -48.04 | -43% |
| Returns for 5 years | 55.91 | -41.77 | -134% |
| Returns for 10 years | 46.42 | -53.85 | -86% |
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