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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$27.66
Change-$0.21 (-0.75%)
VolumeN/A
Net Assets23.76B
NAA SMid Cap Value Institutional
Price$39.88
Change-$0.14 (-0.35%)
VolumeN/A
Net Assets303.64M
JVMAX vs SVUIX Comparison Chart in %
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JVMAX vs. SVUIX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. SVUIX (304M). SVUIX pays higher dividends than JVMAX: SVUIX (3.91) vs JVMAX (0.57). 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 : 0.68 vs. SVUIX (-42.23). JVMAX return over 5 years is better than : 48.05 vs. SVUIX (-45.04).
| 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 | 9.638 | 3.786 | 255% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 304M | 7,829% |
| Annual Yield % from dividends | 0.57 | 3.91 | 14% |
| Returns for 1 year | 0.68 | -42.23 | -2% |
| Returns for 3 years | 11.08 | -51.65 | -21% |
| Returns for 5 years | 48.05 | -45.04 | -107% |
| Returns for 10 years | 40.72 | -54.94 | -74% |
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