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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$27.57
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
JVMTX vs SVUIX Comparison Chart
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JVMTX 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 JVMTX is a StrongBuy and SVUIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. SVUIX (295M). SVUIX pays higher dividends than JVMTX: SVUIX (3.99) vs JVMTX (0.67). JVMTX was incepted earlier than SVUIX: JVMTX (12 years) vs SVUIX (17 years). JVMTX (1.11) is less costly to investors than SVUIX (0.97). JVMTX is a more actively managed with annual turnover of: 47.00 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 : -3.01 vs. SVUIX (-43.17). JVMTX return over 5 years is better than : 51.48 vs. SVUIX (-41.67).
| JVMTX | SVUIX | JVMTX / SVUIX | |
| Total Expense Ratio | 1.00 | 0.92 | 109% |
| Annual Report Gross Expense Ratio | 1.11 | 0.97 | 114% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 2.453 | -1.660 | -148% |
| 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 | 0.67 | 3.99 | 17% |
| Returns for 1 year | -3.01 | -43.17 | 7% |
| Returns for 3 years | 16.50 | -49.57 | -33% |
| Returns for 5 years | 51.48 | -41.67 | -124% |
| Returns for 10 years | 35.66 | -58.37 | -61% |
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