Interact to see
Advertisement
Advertisement
JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$26.19
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets23.9B
NAA SMid Cap Value Institutional
Price$37.04
Change-$4.90 (-11.68%)
VolumeN/A
Net Assets301.15M
JVMAX vs SVUIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. SVUIX commentary
Dec 27, 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: 23.9B vs. SVUIX (301M). 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). SVUIX annual gain was more profitable for investors over the last year : 7.65 vs. JVMAX (1.83). JVMAX return over 5 years is better than : 20.76 vs. SVUIX (-49.94).
| JVMAX | SVUIX | JVMAX / SVUIX | |
| Total Expense Ratio | 1.10 | 0.92 | 120% |
| Annual Report Gross Expense Ratio | 1.11 | 0.97 | 114% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 3.029 | 8.766 | 35% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 301M | 7,940% |
| Annual Yield % from dividends | 0.55 | 3.78 | 14% |
| Returns for 1 year | 1.83 | 7.65 | 24% |
| Returns for 3 years | 14.22 | -34.69 | -41% |
| Returns for 5 years | 20.76 | -49.94 | -42% |
| Returns for 10 years | 43.92 | -44.63 | -98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CGOCX | 21.12 | 0.08 | +0.38% |
| Columbia Small Cap Growth C | |||
| ALSRX | 18.11 | 0.05 | +0.28% |
| Alger Small Cap Growth Institutional I | |||
| FLPKX | 41.53 | 0.09 | +0.22% |
| Fidelity Low-Priced Stock K | |||
| TQSIX | 25.86 | 0.04 | +0.15% |
| T. Rowe Price Integrated US SMCC Eq I | |||
| MNOZX | 37.03 | 0.05 | +0.14% |
| Manning & Napier Overseas Series Z | |||