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JVMAX vs SMVTX
JVMAX vs SMVTX Comparison
Open Charts JVMAX vs SMVTX
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity I
Price$11.84
Change-$1.37 (-10.37%)
VolumeN/A
CapitalizationN/A
JVMAX vs SMVTX Comparison Chart
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JVMAX vs. SMVTX commentary
Dec 19, 2024
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 SMVTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. SMVTX (1.74B). SMVTX pays higher dividends than JVMAX: SMVTX (1.06) vs JVMAX (0.67). JVMAX was incepted earlier than SMVTX: JVMAX (28 years) vs SMVTX (23 years). SMVTX is a more actively managed with annual turnover of: 140.00 vs. JVMAX (41.00). JVMAX has a lower initial minimum investment than SMVTX: JVMAX (1000) vs SMVTX (100000). SMVTX annual gain was more profitable for investors over the last year : 13.52 vs. JVMAX (10.66). JVMAX return over 5 years is better than : 39.81 vs. SMVTX (7.02).
| JVMAX | SMVTX | JVMAX / SMVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 12.851 | 13.073 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.74B | 1,349% |
| Annual Yield % from dividends | 0.67 | 1.06 | 63% |
| Returns for 1 year | 10.66 | 13.52 | 79% |
| Returns for 3 years | 16.69 | -10.97 | -152% |
| Returns for 5 years | 39.81 | 7.02 | 567% |
| Returns for 10 years | 55.64 | 5.39 | 1,033% |
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