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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
NAA SMid Cap Value Institutional
Price$35.92
Change+$0.54 (+1.53%)
VolumeN/A
Net Assets281.11M
JVMAX vs SVUIX Comparison Chart
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JVMAX vs. SVUIX commentary
Apr 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: 19.8B vs. SVUIX (281M). SVUIX pays higher dividends than JVMAX: SVUIX (4.01) vs JVMAX (0.61). 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 (28.00). 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 : -11.62 vs. SVUIX (-46.72). JVMAX return over 5 years is better than : 50.79 vs. SVUIX (-39.97).
| 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 | -6.491 | -8.247 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 281M | 7,046% |
| Annual Yield % from dividends | 0.61 | 4.01 | 15% |
| Returns for 1 year | -11.62 | -46.72 | 25% |
| Returns for 3 years | -5.75 | -56.93 | 10% |
| Returns for 5 years | 50.79 | -39.97 | -127% |
| Returns for 10 years | 20.78 | -60.55 | -34% |
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