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JVMSX vs SVUIX
JVMSX vs SVUIX Comparison
Open Charts JVMSX vs SVUIX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
NAA SMid Cap Value Institutional
Price$41.12
Change+$0.52 (+1.28%)
VolumeN/A
Net Assets308.37M
JVMSX vs SVUIX Comparison Chart in %
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JVMSX vs. SVUIX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. SVUIX (308M). SVUIX pays higher dividends than JVMSX: SVUIX (3.81) vs JVMSX (0.40). JVMSX was incepted earlier than SVUIX: JVMSX (14 years) vs SVUIX (17 years). JVMSX (1.25) 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 : 2.46 vs. SVUIX (-40.54). JVMSX return over 5 years is better than : 52.77 vs. SVUIX (-42.13).
| JVMSX | SVUIX | JVMSX / SVUIX | |
| Total Expense Ratio | 1.24 | 0.92 | 135% |
| Annual Report Gross Expense Ratio | 1.25 | 0.97 | 129% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 11.712 | 6.561 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 308M | 7,890% |
| Annual Yield % from dividends | 0.40 | 3.81 | 11% |
| Returns for 1 year | 2.46 | -40.54 | -6% |
| Returns for 3 years | 23.90 | -45.69 | -52% |
| Returns for 5 years | 52.77 | -42.13 | -125% |
| Returns for 10 years | 54.59 | -51.45 | -106% |
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