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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$25.58
Change-$0.11 (-0.43%)
VolumeN/A
Net Assets21.19B
NAA SMid Cap Value Institutional
Price$37.19
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets292.32M
JVMAX vs SVUIX Comparison Chart
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JVMAX vs. SVUIX commentary
May 25, 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: 21.2B vs. SVUIX (292M). SVUIX pays higher dividends than JVMAX: SVUIX (4.09) vs JVMAX (0.63). 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: 47.00 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 : -6.04 vs. SVUIX (-45.37). JVMAX return over 5 years is better than : 54.46 vs. SVUIX (-40.33).
| 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 | 0.629 | -3.553 | -18% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 292M | 7,260% |
| Annual Yield % from dividends | 0.63 | 4.09 | 15% |
| Returns for 1 year | -6.04 | -45.37 | 13% |
| Returns for 3 years | 7.40 | -52.82 | -14% |
| Returns for 5 years | 54.46 | -40.33 | -135% |
| Returns for 10 years | 29.41 | -58.34 | -50% |
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