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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$29.51
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
NAA SMid Cap Value Institutional
Price$40.60
Change+$0.11 (+0.27%)
VolumeN/A
Net Assets300.7M
JVMTX vs SVUIX Comparison Chart in %
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JVMTX vs. SVUIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. SVUIX (301M). SVUIX pays higher dividends than JVMTX: SVUIX (3.80) vs JVMTX (0.62). 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 : -5.01 vs. SVUIX (-44.69). JVMTX return over 5 years is better than : 46.78 vs. SVUIX (-43.94).
| 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 | 9.662 | 5.290 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 301M | 7,940% |
| Annual Yield % from dividends | 0.62 | 3.80 | 16% |
| Returns for 1 year | -5.01 | -44.69 | 11% |
| Returns for 3 years | 25.01 | -46.00 | -54% |
| Returns for 5 years | 46.78 | -43.94 | -106% |
| Returns for 10 years | 50.12 | -53.04 | -95% |
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