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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$28.22
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets24.16B
NAA SMid Cap Value Institutional
Price$40.94
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets299.81M
JVMAX vs SVUIX Comparison Chart in %
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JVMAX vs. SVUIX commentary
Nov 14, 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 Hold and SVUIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.2B vs. SVUIX (300M). SVUIX pays higher dividends than JVMAX: SVUIX (3.83) vs JVMAX (0.56). JVMAX was incepted earlier than SVUIX: JVMAX (28 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 : -6.23 vs. SVUIX (-45.65). JVMAX return over 5 years is better than : 35.27 vs. SVUIX (-46.94).
| JVMAX | SVUIX | JVMAX / SVUIX | |
| Total Expense Ratio | 1.10 | 0.92 | 120% |
| Annual Report Gross Expense Ratio | 1.11 | 0.97 | 114% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 11.015 | 6.172 | 178% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 300M | 8,067% |
| Annual Yield % from dividends | 0.56 | 3.83 | 15% |
| Returns for 1 year | -6.23 | -45.65 | 14% |
| Returns for 3 years | 13.59 | -49.92 | -27% |
| Returns for 5 years | 35.27 | -46.94 | -75% |
| Returns for 10 years | 48.36 | -50.81 | -95% |
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