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JVMSX vs SVUIX
JVMSX vs SVUIX Comparison
Open Charts JVMSX vs SVUIX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
NAA SMid Cap Value Institutional
Price$39.88
Change-$0.14 (-0.35%)
VolumeN/A
Net Assets302.55M
JVMSX vs SVUIX Comparison Chart in %
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JVMSX vs. SVUIX commentary
Aug 18, 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 Buy and SVUIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. SVUIX (303M). SVUIX pays higher dividends than JVMSX: SVUIX (3.91) vs JVMSX (0.41). 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 : 0.34 vs. SVUIX (-42.43). JVMSX return over 5 years is better than : 48.09 vs. SVUIX (-45.24).
| 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 | 8.728 | 3.423 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 303M | 7,789% |
| Annual Yield % from dividends | 0.41 | 3.91 | 11% |
| Returns for 1 year | 0.34 | -42.43 | -1% |
| Returns for 3 years | 10.96 | -51.82 | -21% |
| Returns for 5 years | 48.09 | -45.24 | -106% |
| Returns for 10 years | 41.60 | -55.09 | -76% |
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