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JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFX
JHancock Disciplined Value Mid Cap A
Price$27.64
Change-$0.39 (-1.39%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity C
Price$11.55
Change-$0.20 (-1.70%)
VolumeN/A
CapitalizationN/A
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JVMAX vs SMVFX Comparison Chart
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JVMAX vs. SMVFX commentary
Sep 07, 2024
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 StrongBuy and SMVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.3B vs. SMVFX (1.75B). JVMAX pays higher dividends than SMVFX: JVMAX (0.67) vs SMVFX (0.31). JVMAX was incepted earlier than SMVFX: JVMAX (27 years) vs SMVFX (23 years). SMVFX is a more actively managed with annual turnover of: 140.00 vs. JVMAX (41.00). JVMAX has a lower initial minimum investment than SMVFX: JVMAX (1000) vs SMVFX (2500). SMVFX annual gain was more profitable for investors over the last year : 14.52 vs. JVMAX (13.04). JVMAX return over 5 years is better than : 39.97 vs. SMVFX (0.18).
| JVMAX | SMVFX | JVMAX / SMVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 7.849 | 6.292 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 1.75B | 1,276% |
| Annual Yield % from dividends | 0.67 | 0.31 | 217% |
| Returns for 1 year | 13.04 | 14.52 | 90% |
| Returns for 3 years | 5.09 | -17.20 | -30% |
| Returns for 5 years | 39.97 | 0.18 | 21,741% |
| Returns for 10 years | 50.17 | -17.24 | -291% |
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