Interact to see
Advertisement
Advertisement
JVMTX vs SVYAX
JVMTX vs SVYAX Comparison
Open Charts JVMTX vs SVYAX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| JVMTX | SVYAX | JVMTX / SVYAX | |
| Total Expense Ratio | 1.00 | 0.20 | 500% |
| Annual Report Gross Expense Ratio | 1.11 | 0.62 | 179% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 8.361 | 7.761 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 401M | 5,636% |
| Annual Yield % from dividends | 0.65 | 2.27 | 29% |
| Returns for 1 year | 3.31 | 7.13 | 46% |
| Returns for 3 years | 23.47 | 0.54 | 4,367% |
| Returns for 5 years | 61.96 | 9.00 | 688% |
| Returns for 10 years | 46.97 | 2.38 | 1,970% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IMCG | 81.29 | 0.83 | +1.03% |
| iShares Morningstar Mid-Cap Growth ETF | |||
| CXSE | 34.47 | 0.25 | +0.73% |
| WisdomTree China ex-State-Owd Entpr ETF | |||
| NIM | 9.18 | 0.01 | +0.11% |
| Nuveen Select Maturities Municipal Fund | |||
| CPNS | 26.36 | 0.01 | +0.05% |
| Calamos Nasdaq-100 Str Alt Prt ETF-Sep | |||
| EGUS | 46.63 | N/A | N/A |
| iShares ESG Aware MSCI USA Growth ETF | |||