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JVMAX vs SMVTX
JVMAX vs SMVTX Comparison
Open Charts JVMAX vs SMVTX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
Virtus Ceredex Mid-Cap Value Equity I
Price$10.79
Change-$0.83 (-7.14%)
VolumeN/A
Net Assets1.53B
JVMAX vs SMVTX Comparison Chart
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JVMAX vs. SMVTX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. SMVTX (1.54B). 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 annual gain was more profitable for investors over the last year : -7.59 vs. JVMAX (-8.70). JVMAX return over 5 years is better than : 86.30 vs. SMVTX (52.60).
| 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 | -0.118 | -3.167 | 4% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 1.54B | 1,394% |
| Annual Yield % from dividends | 0.61 | 1.07 | 57% |
| Returns for 1 year | -8.70 | -7.59 | 115% |
| Returns for 3 years | -2.01 | -5.08 | 39% |
| Returns for 5 years | 86.30 | 52.60 | 164% |
| Returns for 10 years | 28.82 | -8.43 | -342% |