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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
NAA SMid Cap Value Institutional
Price$37.04
Change-$4.90 (-11.68%)
VolumeN/A
Net Assets301.66M
JVMTX vs SVUIX Comparison Chart in %
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JVMTX vs. SVUIX commentary
Dec 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 JVMTX is a Hold and SVUIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. SVUIX (302M). SVUIX pays higher dividends than JVMTX: SVUIX (3.78) vs JVMTX (0.61). JVMTX was incepted earlier than SVUIX: JVMTX (12 years) vs SVUIX (17 years). JVMTX (1.10) is less costly to investors than SVUIX (0.97). JVMTX is a more actively managed with annual turnover of: 49.00 vs. SVUIX (25.00). JVMTX has a lower initial minimum investment than SVUIX: JVMTX (0) vs SVUIX (2000000). JVMTX annual gain was more profitable for investors over the last year : 2.35 vs. SVUIX (-5.12). JVMTX return over 5 years is better than : 23.38 vs. SVUIX (-55.79).
| JVMTX | SVUIX | JVMTX / SVUIX | |
| Total Expense Ratio | 0.99 | 0.92 | 108% |
| Annual Report Gross Expense Ratio | 1.10 | 0.97 | 113% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 3.567 | -3.942 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 302M | 7,914% |
| Annual Yield % from dividends | 0.61 | 3.78 | 16% |
| Returns for 1 year | 2.35 | -5.12 | -46% |
| Returns for 3 years | 15.93 | -42.47 | -38% |
| Returns for 5 years | 23.38 | -55.79 | -42% |
| Returns for 10 years | 48.70 | -51.35 | -95% |
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