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JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFX
JHancock Disciplined Value Mid Cap A
Price$27.65
Change+$0.34 (+1.24%)
VolumeN/A
Net Assets23.36B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.99
Change+$0.23 (+1.96%)
VolumeN/A
Net Assets1.06B
JVMAX vs SMVFX Comparison Chart in %
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JVMAX vs. SMVFX commentary
Oct 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 StrongBuy and SMVFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. SMVFX (1.06B). 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). SMVFX annual gain was more profitable for investors over the last year : -3.39 vs. JVMAX (-6.45). JVMAX return over 5 years is better than : 42.47 vs. SMVFX (11.69).
| 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 | 7.435 | 5.000 | 149% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.06B | 2,201% |
| Annual Yield % from dividends | 0.55 | 0.21 | 264% |
| Returns for 1 year | -6.45 | -3.39 | 190% |
| Returns for 3 years | 25.70 | 33.54 | 77% |
| Returns for 5 years | 42.47 | 11.69 | 363% |
| Returns for 10 years | 42.70 | -3.46 | -1,234% |
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