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JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFX
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity C
Price$11.05
Change-$1.25 (-10.16%)
VolumeN/A
CapitalizationN/A
JVMAX vs SMVFX Comparison Chart
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JVMAX vs. SMVFX commentary
Dec 19, 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 Hold and SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. SMVFX (1.74B). JVMAX pays higher dividends than SMVFX: JVMAX (0.67) vs SMVFX (0.31). JVMAX was incepted earlier than SMVFX: JVMAX (28 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 : 14.19 vs. JVMAX (10.66). JVMAX return over 5 years is better than : 39.81 vs. SMVFX (-2.09).
| JVMAX | SMVFX | JVMAX / SMVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 12.851 | 12.986 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.74B | 1,349% |
| Annual Yield % from dividends | 0.67 | 0.31 | 217% |
| Returns for 1 year | 10.66 | 14.19 | 75% |
| Returns for 3 years | 16.69 | -13.62 | -123% |
| Returns for 5 years | 39.81 | -2.09 | -1,903% |
| Returns for 10 years | 55.64 | -4.28 | -1,301% |
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