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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
NAA SMid Cap Value Institutional
Price$39.80
Change+$0.30 (+0.76%)
VolumeN/A
Net Assets307.44M
JVMAX vs SVUIX Comparison Chart in %
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JVMAX vs. SVUIX commentary
Jul 06, 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: 22.6B vs. SVUIX (307M). SVUIX pays higher dividends than JVMAX: SVUIX (3.94) vs JVMAX (0.58). 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 : 2.59 vs. SVUIX (-40.28). JVMAX return over 5 years is better than : 59.32 vs. SVUIX (-39.07).
| 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 | 8.301 | 3.216 | 258% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 307M | 7,362% |
| Annual Yield % from dividends | 0.58 | 3.94 | 15% |
| Returns for 1 year | 2.59 | -40.28 | -6% |
| Returns for 3 years | 22.00 | -46.56 | -47% |
| Returns for 5 years | 59.32 | -39.07 | -152% |
| Returns for 10 years | 42.63 | -55.14 | -77% |
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