JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
22.92B
SVUIX
Price
$39.97
Change
+$0.13 (+0.33%)
Updated
Jul 25 closing price
Net Assets
305.03M
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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$27.75
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.

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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).
JVMAXSVUIXJVMAX / SVUIX
Total Expense Ratio1.120.92122%
Annual Report Gross Expense Ratio1.130.97116%
Fund Existence28 years17 years-
Gain YTD8.4583.319255%
Front Load5%N/A-
Min. Initial Investment100020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.9B305M7,508%
Annual Yield % from dividends0.583.9415%
Returns for 1 year-0.29-42.681%
Returns for 3 years18.90-48.21-39%
Returns for 5 years53.69-41.96-128%
Returns for 10 years43.55-54.00-81%
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