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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
NAA SMid Cap Value Institutional
Price$41.01
Change-$0.18 (-0.44%)
VolumeN/A
Net Assets300.88M
JVMTX vs SVUIX Comparison Chart in %
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JVMTX vs. SVUIX commentary
Dec 04, 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: 24.5B vs. SVUIX (301M). 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 : -6.05 vs. SVUIX (-45.34). JVMTX return over 5 years is better than : 32.95 vs. SVUIX (-48.72).
| 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 | 7.339 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 301M | 8,140% |
| Annual Yield % from dividends | 0.61 | 3.78 | 16% |
| Returns for 1 year | -6.05 | -45.34 | 13% |
| Returns for 3 years | 14.12 | -50.52 | -28% |
| Returns for 5 years | 32.95 | -48.72 | -68% |
| Returns for 10 years | 48.86 | -46.53 | -105% |
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