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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
NAA SMid Cap Value Institutional
Price$4.68
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets303.77M
JVMAX vs SVUIX Comparison Chart
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JVMAX vs. SVUIX commentary
Apr 04, 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: 21.4B vs. SVUIX (304M). 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 : -8.70 vs. SVUIX (-43.50). JVMAX return over 5 years is better than : 86.30 vs. SVUIX (-19.90).
| 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 | -0.118 | -2.905 | 4% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 304M | 7,039% |
| Annual Yield % from dividends | 0.61 | 4.01 | 15% |
| Returns for 1 year | -8.70 | -43.50 | 20% |
| Returns for 3 years | -2.01 | -51.28 | 4% |
| Returns for 5 years | 86.30 | -19.90 | -434% |
| Returns for 10 years | 28.82 | -53.98 | -53% |
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