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JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFX
JHancock Disciplined Value Mid Cap A
Price$24.72
Change-$0.47 (-1.87%)
VolumeN/A
Net Assets21.34B
Virtus Ceredex Mid-Cap Value Equity C
Price$10.52
Change-$0.28 (-2.59%)
VolumeN/A
Net Assets1.55B
JVMAX vs SMVFX Comparison Chart
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JVMAX vs. SMVFX commentary
Mar 11, 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: 21.3B vs. SMVFX (1.55B). JVMAX pays higher dividends than SMVFX: JVMAX (0.59) vs SMVFX (0.27). JVMAX was incepted earlier than SMVFX: JVMAX (28 years) vs SMVFX (23 years). SMVFX (1.91) is less costly to investors than JVMAX (1.13). SMVFX is a more actively managed with annual turnover of: 140.00 vs. JVMAX (47.00). JVMAX has a lower initial minimum investment than SMVFX: JVMAX (1000) vs SMVFX (2500). SMVFX (-7.99) and JVMAX (-8.24) have marching annual gain over last year. JVMAX return over 5 years is better than : 38.52 vs. SMVFX (4.39).
| JVMAX | SMVFX | JVMAX / SMVFX | |
| Total Expense Ratio | 1.12 | 1.76 | 64% |
| Annual Report Gross Expense Ratio | 1.13 | 1.91 | 59% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -0.905 | -3.571 | 25% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 1.55B | 1,372% |
| Annual Yield % from dividends | 0.59 | 0.27 | 216% |
| Returns for 1 year | -8.24 | -7.99 | 103% |
| Returns for 3 years | 3.03 | -1.50 | -202% |
| Returns for 5 years | 38.52 | 4.39 | 878% |
| Returns for 10 years | 31.89 | -15.27 | -209% |