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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
NAA SMid Cap Value Institutional
Price$9.22
Change-$0.09 (-0.97%)
VolumeN/A
CapitalizationN/A
JVMAX vs SVUIX Comparison Chart
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JVMAX vs. SVUIX commentary
Nov 18, 2024
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: 23.8B vs. SVUIX (360M). SVUIX pays higher dividends than JVMAX: SVUIX (2.24) vs JVMAX (0.67). JVMAX was incepted earlier than SVUIX: JVMAX (27 years) vs SVUIX (16 years). JVMAX is a more actively managed with annual turnover of: 41.00 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 : 21.07 vs. SVUIX (16.49). JVMAX return over 5 years is better than : 42.69 vs. SVUIX (-2.53).
| JVMAX | SVUIX | JVMAX / SVUIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 16 years | - |
| Gain YTD | 14.313 | 12.852 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 360M | 6,611% |
| Annual Yield % from dividends | 0.67 | 2.24 | 30% |
| Returns for 1 year | 21.07 | 16.49 | 128% |
| Returns for 3 years | 6.26 | -25.79 | -24% |
| Returns for 5 years | 42.69 | -2.53 | -1,687% |
| Returns for 10 years | 56.97 | -23.04 | -247% |