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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets24.32B
NAA SMid Cap Value Institutional
Price$41.12
Change+$0.52 (+1.28%)
VolumeN/A
Net Assets308.37M
JVMTX vs SVUIX Comparison Chart in %
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JVMTX 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 JVMTX is a Buy and SVUIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. SVUIX (308M). SVUIX pays higher dividends than JVMTX: SVUIX (3.81) 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 : 2.74 vs. SVUIX (-40.54). JVMTX return over 5 years is better than : 54.13 vs. SVUIX (-42.13).
| 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 | 11.891 | 6.561 | 181% |
| 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 | 0.62 | 3.81 | 16% |
| Returns for 1 year | 2.74 | -40.54 | -7% |
| Returns for 3 years | 24.58 | -45.69 | -54% |
| Returns for 5 years | 54.13 | -42.13 | -128% |
| Returns for 10 years | 57.10 | -51.45 | -111% |
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