Ad is loading...
JVMAX vs SMVTX
JVMAX vs SMVTX Comparison
Open Charts JVMAX vs SMVTX
JHancock Disciplined Value Mid Cap A
Price$23.77
Change+$0.22 (+0.93%)
VolumeN/A
Net Assets19.68B
Virtus Ceredex Mid-Cap Value Equity I
Price$10.90
Change+$0.17 (+1.58%)
VolumeN/A
Net Assets1.41B
JVMAX vs SMVTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. SMVTX 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 SMVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.7B vs. SMVTX (1.41B). SMVTX pays higher dividends than JVMAX: SMVTX (1.07) vs JVMAX (0.61). JVMAX was incepted earlier than SMVTX: JVMAX (28 years) vs SMVTX (23 years). JVMAX (1.13) is less costly to investors than SMVTX (1.02). SMVTX is a more actively managed with annual turnover of: 140.00 vs. JVMAX (47.00). JVMAX has a lower initial minimum investment than SMVTX: JVMAX (1000) vs SMVTX (100000). SMVTX (-12.25) and JVMAX (-12.41) have marching annual gain over last year. JVMAX return over 5 years is better than : 49.39 vs. SMVTX (21.21).
| JVMAX | SMVTX | JVMAX / SMVTX | |
| Total Expense Ratio | 1.12 | 1.02 | 110% |
| Annual Report Gross Expense Ratio | 1.13 | 1.02 | 111% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -7.356 | -10.583 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 1.41B | 1,400% |
| Annual Yield % from dividends | 0.61 | 1.07 | 57% |
| Returns for 1 year | -12.41 | -12.25 | 101% |
| Returns for 3 years | -6.58 | -8.58 | 77% |
| Returns for 5 years | 49.39 | 21.21 | 233% |
| Returns for 10 years | 19.37 | -16.17 | -120% |
View a ticker or compare two or three
VS
VS
Ad is loading...