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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$28.41
Change+$0.42 (+1.50%)
VolumeN/A
Net Assets23.93B
NAA SMid Cap Value Institutional
Price$41.12
Change+$0.52 (+1.28%)
VolumeN/A
Net Assets304.84M
JVMAX vs SVUIX Comparison Chart in %
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JVMAX vs. SVUIX commentary
Sep 05, 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: 23.9B vs. SVUIX (305M). SVUIX pays higher dividends than JVMAX: SVUIX (3.81) 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 : -0.21 vs. SVUIX (-41.52). JVMAX return over 5 years is better than : 49.32 vs. SVUIX (-42.82).
| 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 | 10.110 | 5.290 | 191% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 305M | 7,836% |
| Annual Yield % from dividends | 0.55 | 3.81 | 14% |
| Returns for 1 year | -0.21 | -41.52 | 1% |
| Returns for 3 years | 20.66 | -46.79 | -44% |
| Returns for 5 years | 49.32 | -42.82 | -115% |
| Returns for 10 years | 54.05 | -50.98 | -106% |
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