JVMAX
Price
$24.72
Change
-$0.47 (-1.87%)
Updated
Mar 10 closing price
Net Assets
21.34B
SMVFX
Price
$10.52
Change
-$0.28 (-2.59%)
Updated
Mar 10 closing price
Net Assets
1.55B
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JVMAX vs SMVFX

Header iconJVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFXBanner chart's image
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.

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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).
JVMAXSMVFXJVMAX / SMVFX
Total Expense Ratio1.121.7664%
Annual Report Gross Expense Ratio1.131.9159%
Fund Existence28 years23 years-
Gain YTD-0.905-3.57125%
Front Load5%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets21.3B1.55B1,372%
Annual Yield % from dividends0.590.27216%
Returns for 1 year-8.24-7.99103%
Returns for 3 years3.03-1.50-202%
Returns for 5 years38.524.39878%
Returns for 10 years31.89-15.27-209%
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