JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
SVYAX
Price
$11.96
Change
+$0.07 (+0.59%)
Updated
Jul 3 closing price
Net Assets
400.7M
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JVMTX vs SVYAX

Header iconJVMTX vs SVYAX Comparison
Open Charts JVMTX vs SVYAXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
SEI US Managed Volatility A (SIIT)
Price$11.96
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets400.7M
JVMTX vs SVYAX Comparison Chart in %
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JVMTX vs. SVYAX commentary
Jul 07, 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 SVYAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. SVYAX (401M). SVYAX pays higher dividends than JVMTX: SVYAX (2.27) vs JVMTX (0.65). JVMTX was incepted earlier than SVYAX: JVMTX (12 years) vs SVYAX (17 years). JVMTX (1.11) is less costly to investors than SVYAX (0.62). SVYAX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than SVYAX: JVMTX (0) vs SVYAX (100000). SVYAX annual gain was more profitable for investors over the last year : 7.13 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. SVYAX (9.00).
JVMTXSVYAXJVMTX / SVYAX
Total Expense Ratio1.000.20500%
Annual Report Gross Expense Ratio1.110.62179%
Fund Existence12 years17 years-
Gain YTD8.3617.761108%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B401M5,636%
Annual Yield % from dividends0.652.2729%
Returns for 1 year3.317.1346%
Returns for 3 years23.470.544,367%
Returns for 5 years61.969.00688%
Returns for 10 years46.972.381,970%
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