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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.32B
NAA SMid Cap Value Institutional
Price$41.12
Change+$0.52 (+1.28%)
VolumeN/A
Net Assets308.37M
JVMAX vs SVUIX Comparison Chart in %
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JVMAX vs. SVUIX commentary
Sep 08, 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: 24.3B vs. SVUIX (308M). SVUIX pays higher dividends than JVMAX: SVUIX (3.81) vs JVMAX (0.55). 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 : 2.01 vs. SVUIX (-40.54). JVMAX return over 5 years is better than : 51.61 vs. SVUIX (-42.13).
| 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 | 11.802 | 6.561 | 180% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 308M | 7,890% |
| Annual Yield % from dividends | 0.55 | 3.81 | 14% |
| Returns for 1 year | 2.01 | -40.54 | -5% |
| Returns for 3 years | 23.09 | -45.69 | -51% |
| Returns for 5 years | 51.61 | -42.13 | -122% |
| Returns for 10 years | 52.52 | -51.45 | -102% |
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