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JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFX
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
Virtus Ceredex Mid-Cap Value Equity C
Price$10.40
Change+$0.25 (+2.46%)
VolumeN/A
Net Assets1.43B
JVMAX vs SMVFX Comparison Chart
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JVMAX vs. SMVFX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.8B vs. SMVFX (1.43B). JVMAX pays higher dividends than SMVFX: JVMAX (0.61) vs SMVFX (0.29). 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). JVMAX (-11.62) and SMVFX (-12.11) have marching annual gain over last year. JVMAX return over 5 years is better than : 50.79 vs. SMVFX (16.33).
| 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 | -6.491 | -9.375 | 69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 1.43B | 1,387% |
| Annual Yield % from dividends | 0.61 | 0.29 | 210% |
| Returns for 1 year | -11.62 | -12.11 | 96% |
| Returns for 3 years | -5.75 | -10.27 | 56% |
| Returns for 5 years | 50.79 | 16.33 | 311% |
| Returns for 10 years | 20.78 | -23.07 | -90% |
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