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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets22.92B
NAA SMid Cap Value Institutional
Price$39.97
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets305.03M
JVMAX vs SVUIX Comparison Chart in %
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JVMAX vs. SVUIX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.9B vs. SVUIX (305M). SVUIX pays higher dividends than JVMAX: SVUIX (3.94) vs JVMAX (0.58). 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: 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 : -0.29 vs. SVUIX (-42.68). JVMAX return over 5 years is better than : 53.69 vs. SVUIX (-41.96).
| 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 | 8.458 | 3.319 | 255% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 305M | 7,508% |
| Annual Yield % from dividends | 0.58 | 3.94 | 15% |
| Returns for 1 year | -0.29 | -42.68 | 1% |
| Returns for 3 years | 18.90 | -48.21 | -39% |
| Returns for 5 years | 53.69 | -41.96 | -128% |
| Returns for 10 years | 43.55 | -54.00 | -81% |
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