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JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFX
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.42
Change-$0.28 (-2.39%)
VolumeN/A
Net Assets1.65B
JVMAX vs SMVFX Comparison Chart
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JVMAX vs. SMVFX commentary
Feb 23, 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 StrongBuy and SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. SMVFX (1.66B). 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 : 0.80 vs. JVMAX (-2.62). JVMAX return over 5 years is better than : 22.67 vs. SMVFX (-6.50).
| 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 | 2.046 | 1.964 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.66B | 1,360% |
| Annual Yield % from dividends | 0.67 | 0.31 | 217% |
| Returns for 1 year | -2.62 | 0.80 | -325% |
| Returns for 3 years | 2.26 | -0.44 | -516% |
| Returns for 5 years | 22.67 | -6.50 | -349% |
| Returns for 10 years | 32.20 | -13.83 | -233% |
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