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JVMAX vs SMVTX
JVMAX vs SMVTX Comparison
Open Charts JVMAX vs SMVTX
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
Virtus Ceredex Mid-Cap Value Equity I
Price$12.54
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets1.73B
JVMAX vs SMVTX Comparison Chart
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JVMAX vs. SMVTX commentary
Jan 19, 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 SMVTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. SMVTX (1.73B). 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 : 10.04 vs. JVMAX (4.82). JVMAX return over 5 years is better than : 23.77 vs. SMVTX (0.12).
| 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 | 3.777 | 4.500 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.73B | 1,335% |
| Annual Yield % from dividends | 0.67 | 1.06 | 63% |
| Returns for 1 year | 4.82 | 10.04 | 48% |
| Returns for 3 years | -0.09 | -2.29 | 4% |
| Returns for 5 years | 23.77 | 0.12 | 20,160% |
| Returns for 10 years | 42.53 | 4.60 | 924% |
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