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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.73B
NAA SMid Cap Value Institutional
Price$37.92
Change-$0.56 (-1.46%)
VolumeN/A
Net Assets299.25M
JVMAX vs SVUIX Comparison Chart
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JVMAX vs. SVUIX commentary
Jun 15, 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 JVMAX is a Buy and SVUIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. SVUIX (299M). SVUIX pays higher dividends than JVMAX: SVUIX (3.99) vs JVMAX (0.60). JVMAX was incepted earlier than SVUIX: JVMAX (28 years) vs SVUIX (17 years). JVMAX (1.13) is less costly to investors than SVUIX (0.97). JVMAX is a more actively managed with annual turnover of: 47.00 vs. SVUIX (25.00). JVMAX has a lower initial minimum investment than SVUIX: JVMAX (1000) vs SVUIX (2000000). JVMAX annual gain was more profitable for investors over the last year : -2.54 vs. SVUIX (-42.33). JVMAX return over 5 years is better than : 50.75 vs. SVUIX (-40.81).
| JVMAX | SVUIX | JVMAX / SVUIX | |
| Total Expense Ratio | 1.12 | 0.92 | 122% |
| Annual Report Gross Expense Ratio | 1.13 | 0.97 | 116% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 3.580 | -0.207 | -1,725% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 299M | 7,258% |
| Annual Yield % from dividends | 0.60 | 3.99 | 15% |
| Returns for 1 year | -2.54 | -42.33 | 6% |
| Returns for 3 years | 16.43 | -48.82 | -34% |
| Returns for 5 years | 50.75 | -40.81 | -124% |
| Returns for 10 years | 33.14 | -57.76 | -57% |
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