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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$28.55
Change+$0.26 (+0.92%)
VolumeN/A
Net Assets24.51B
NAA SMid Cap Value Institutional
Price$41.33
Change+$0.32 (+0.78%)
VolumeN/A
Net Assets299.9M
JVMAX vs SVUIX Comparison Chart in %
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JVMAX vs. SVUIX commentary
Dec 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: 24.5B vs. SVUIX (300M). SVUIX pays higher dividends than JVMAX: SVUIX (3.78) vs JVMAX (0.55). JVMAX was incepted earlier than SVUIX: JVMAX (29 years) vs SVUIX (17 years). JVMAX (1.11) 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 : -6.68 vs. SVUIX (-45.34). JVMAX return over 5 years is better than : 30.76 vs. SVUIX (-48.72).
| 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 | 17 years | - |
| Gain YTD | 11.762 | 7.339 | 160% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 300M | 8,167% |
| Annual Yield % from dividends | 0.55 | 3.78 | 14% |
| Returns for 1 year | -6.68 | -45.34 | 15% |
| Returns for 3 years | 12.74 | -50.52 | -25% |
| Returns for 5 years | 30.76 | -48.72 | -63% |
| Returns for 10 years | 44.43 | -46.53 | -95% |
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