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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$28.06
Change-$0.23 (-0.81%)
VolumeN/A
Net Assets24.2B
NAA SMid Cap Value Institutional
Price$40.40
Change-$0.22 (-0.54%)
VolumeN/A
Net Assets302.55M
JVMAX vs SVUIX Comparison Chart in %
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JVMAX vs. SVUIX commentary
Sep 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 Hold and SVUIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.2B vs. SVUIX (303M). 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 : -1.07 vs. SVUIX (-43.00). JVMAX return over 5 years is better than : 58.22 vs. SVUIX (-38.71).
| 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 | 11.290 | 5.342 | 211% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 303M | 7,987% |
| Annual Yield % from dividends | 0.55 | 3.81 | 14% |
| Returns for 1 year | -1.07 | -43.00 | 2% |
| Returns for 3 years | 32.37 | -42.40 | -76% |
| Returns for 5 years | 58.22 | -38.71 | -150% |
| Returns for 10 years | 58.84 | -49.72 | -118% |
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