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JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFX
JHancock Disciplined Value Mid Cap A
Price$27.32
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
Virtus Ceredex Mid-Cap Value Equity C
Price$12.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.06B
JVMAX vs SMVFX Comparison Chart in %
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JVMAX vs. SMVFX commentary
Nov 20, 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: 23.5B vs. SMVFX (1.06B). JVMAX pays higher dividends than SMVFX: JVMAX (0.56) vs SMVFX (0.20). JVMAX was incepted earlier than SMVFX: JVMAX (28 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than JVMAX (1.11). SMVFX is a more actively managed with annual turnover of: 141.00 vs. JVMAX (49.00). 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 : -2.12 vs. JVMAX (-7.23). JVMAX return over 5 years is better than : 30.06 vs. SMVFX (9.06).
| JVMAX | SMVFX | JVMAX / SMVFX | |
| Total Expense Ratio | 1.10 | 1.76 | 63% |
| Annual Report Gross Expense Ratio | 1.11 | 2.00 | 56% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 7.592 | 8.304 | 91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 1.06B | 2,209% |
| Annual Yield % from dividends | 0.56 | 0.20 | 276% |
| Returns for 1 year | -7.23 | -2.12 | 342% |
| Returns for 3 years | 11.06 | 20.95 | 53% |
| Returns for 5 years | 30.06 | 9.06 | 332% |
| Returns for 10 years | 39.59 | -2.37 | -1,668% |