JVMAX
Price
$27.84
Change
+$0.12 (+0.43%)
Updated
Oct 17 closing price
Net Assets
23.74B
SVUIX
Price
$40.60
Change
+$0.11 (+0.27%)
Updated
Oct 17 closing price
Net Assets
299.95M
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JVMAX vs SVUIX

Header iconJVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$27.84
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets23.74B
NAA SMid Cap Value Institutional
Price$40.60
Change+$0.11 (+0.27%)
VolumeN/A
Net Assets299.95M
JVMAX vs SVUIX Comparison Chart in %
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JVMAX vs. SVUIX commentary
Oct 18, 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 Hold and SVUIX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.7B vs. SVUIX (300M). SVUIX pays higher dividends than JVMAX: SVUIX (3.80) vs JVMAX (0.55). JVMAX was incepted earlier than SVUIX: JVMAX (28 years) vs SVUIX (17 years). JVMAX (1.11) is less costly to investors than SVUIX (0.97). JVMAX is a more actively managed with annual turnover of: 49.00 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 : -6.10 vs. SVUIX (-44.84). JVMAX return over 5 years is better than : 43.73 vs. SVUIX (-44.09).
JVMAXSVUIXJVMAX / SVUIX
Total Expense Ratio1.100.92120%
Annual Report Gross Expense Ratio1.110.97114%
Fund Existence28 years17 years-
Gain YTD9.0485.005181%
Front Load5%N/A-
Min. Initial Investment100020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.7B300M7,900%
Annual Yield % from dividends0.553.8014%
Returns for 1 year-6.10-44.8414%
Returns for 3 years22.95-46.15-50%
Returns for 5 years43.73-44.09-99%
Returns for 10 years44.99-53.16-85%
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