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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$27.32
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
NAA SMid Cap Value Institutional
Price$39.63
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets289.71M
JVMAX vs SVUIX Comparison Chart in %
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JVMAX vs. SVUIX commentary
Nov 20, 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.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.5B vs. SVUIX (290M). SVUIX pays higher dividends than JVMAX: SVUIX (3.83) vs JVMAX (0.56). 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 : -7.23 vs. SVUIX (-45.94). JVMAX return over 5 years is better than : 30.06 vs. SVUIX (-49.29).
| JVMAX | SVUIX | JVMAX / SVUIX | |
| Total Expense Ratio | 1.10 | 0.92 | 120% |
| Annual Report Gross Expense Ratio | 1.11 | 0.97 | 114% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 7.592 | 3.034 | 250% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 290M | 8,103% |
| Annual Yield % from dividends | 0.56 | 3.83 | 15% |
| Returns for 1 year | -7.23 | -45.94 | 16% |
| Returns for 3 years | 11.06 | -51.21 | -22% |
| Returns for 5 years | 30.06 | -49.29 | -61% |
| Returns for 10 years | 39.59 | -53.70 | -74% |
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