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JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFX
JHancock Disciplined Value Mid Cap A
Price$28.57
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets24.23B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.86
Change-$0.10 (-0.84%)
VolumeN/A
Net Assets1.1B
JVMAX vs SMVFX Comparison Chart in %
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JVMAX vs. SMVFX commentary
Sep 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 Buy and SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.2B vs. SMVFX (1.1B). JVMAX pays higher dividends than SMVFX: JVMAX (0.55) vs SMVFX (0.21). JVMAX was incepted earlier than SMVFX: JVMAX (28 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than JVMAX (1.11). SMVFX is a more actively managed with annual turnover of: 141.00 vs. JVMAX (49.00). JVMAX has a lower initial minimum investment than SMVFX: JVMAX (1000) vs SMVFX (2500). JVMAX annual gain was more profitable for investors over the last year : 3.52 vs. SMVFX (1.84). JVMAX return over 5 years is better than : 56.15 vs. SMVFX (20.13).
| JVMAX | SMVFX | JVMAX / SMVFX | |
| Total Expense Ratio | 1.10 | 1.76 | 63% |
| Annual Report Gross Expense Ratio | 1.11 | 2.00 | 56% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 13.336 | 6.786 | 197% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.1B | 2,198% |
| Annual Yield % from dividends | 0.55 | 0.21 | 261% |
| Returns for 1 year | 3.52 | 1.84 | 191% |
| Returns for 3 years | 22.63 | 19.50 | 116% |
| Returns for 5 years | 56.15 | 20.13 | 279% |
| Returns for 10 years | 53.97 | 1.51 | 3,578% |
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