Interact to see
Advertisement
Advertisement
JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
NAA SMid Cap Value Institutional
Price$37.66
Change-$3.15 (-7.72%)
VolumeN/A
Net Assets299.37M
JVMAX vs SVUIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. SVUIX commentary
Feb 04, 2026
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: 24.7B vs. SVUIX (299M). SVUIX pays higher dividends than JVMAX: SVUIX (0.75) vs JVMAX (0.52). JVMAX was incepted earlier than SVUIX: JVMAX (29 years) vs SVUIX (18 years). JVMAX (1.11) is less costly to investors than SVUIX (0.97). SVUIX is a more actively managed with annual turnover of: 63.00 vs. JVMAX (49.00). 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 : 4.15 vs. SVUIX (-2.40). JVMAX return over 5 years is better than : 19.61 vs. SVUIX (-57.40).
| JVMAX | SVUIX | JVMAX / SVUIX | |
| Total Expense Ratio | 1.10 | 0.92 | 120% |
| Annual Report Gross Expense Ratio | 1.11 | 0.97 | 114% |
| Fund Existence | 29 years | 18 years | - |
| Gain YTD | 5.161 | 3.263 | 158% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 299M | 8,261% |
| Annual Yield % from dividends | 0.52 | 0.75 | 70% |
| Returns for 1 year | 4.15 | -2.40 | -173% |
| Returns for 3 years | 9.50 | -46.17 | -21% |
| Returns for 5 years | 19.61 | -57.40 | -34% |
| Returns for 10 years | 70.92 | -45.74 | -155% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers