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JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFX
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.70
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets1.73B
JVMAX vs SMVFX Comparison Chart
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JVMAX vs. SMVFX commentary
Jan 19, 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 Hold and SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. SMVFX (1.73B). 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 : 8.73 vs. JVMAX (4.82). JVMAX return over 5 years is better than : 23.77 vs. SMVFX (-5.51).
| 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 | 3.777 | 4.464 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.73B | 1,335% |
| Annual Yield % from dividends | 0.67 | 0.31 | 217% |
| Returns for 1 year | 4.82 | 8.73 | 55% |
| Returns for 3 years | -0.09 | -5.29 | 2% |
| Returns for 5 years | 23.77 | -5.51 | -432% |
| Returns for 10 years | 42.53 | -5.98 | -711% |
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