Ad is loading...
Ad is loading...
JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFX
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity C
Price$12.38
Change-$0.12 (-0.96%)
VolumeN/A
CapitalizationN/A
JVMAX vs SMVFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. SMVFX commentary
Nov 18, 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 Buy and SMVFX is a StrongSell.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. SMVFX (1.79B). 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 (21.49) and JVMAX (21.07) have marching annual gain over last year. JVMAX return over 5 years is better than : 42.69 vs. SMVFX (-0.33).
| 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 | 14.313 | 11.991 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.79B | 1,329% |
| Annual Yield % from dividends | 0.67 | 0.31 | 217% |
| Returns for 1 year | 21.07 | 21.49 | 98% |
| Returns for 3 years | 6.26 | -16.67 | -38% |
| Returns for 5 years | 42.69 | -0.33 | -13,035% |
| Returns for 10 years | 56.97 | -13.10 | -435% |