JVMTX
Price
$29.40
Change
+$0.19 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
SVYAX
Price
$11.84
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
294M
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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$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
SEI US Managed Volatility A (SIIT)
Price$11.84
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets294M
JVMTX vs SVYAX Comparison Chart in %
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JVMTX vs. SVYAX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. SVYAX (294M). 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 (49.00). 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 : 3.03 vs. JVMTX (1.07). JVMTX return over 5 years is better than : 57.29 vs. SVYAX (5.67).
JVMTXSVYAXJVMTX / SVYAX
Total Expense Ratio1.000.20500%
Annual Report Gross Expense Ratio1.110.62179%
Fund Existence12 years17 years-
Gain YTD9.2537.647121%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B294M7,857%
Annual Yield % from dividends0.652.2729%
Returns for 1 year1.073.0335%
Returns for 3 years21.150.742,854%
Returns for 5 years57.295.671,010%
Returns for 10 years48.901.682,903%
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