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Compare trend and price JVMAX vs SMVTX
JVMAX vs SMVTX Comparison
Open Charts JVMAX vs SMVTX
JHancock Disciplined Value Mid Cap A
Price$27.12
Change+$0.21 (+0.78%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity I
Price$12.46
Change+$0.11 (+0.89%)
VolumeN/A
CapitalizationN/A
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JVMAX vs SMVTX Comparison Chart
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JVMAX vs. SMVTX commentary
May 05, 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 Sell.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.3B vs. SMVTX (2.09B). SMVTX pays higher dividends than JVMAX: SMVTX (1.06) vs JVMAX (0.67). JVMAX was incepted earlier than SMVTX: JVMAX (27 years) vs SMVTX (22 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 : 21.09 vs. JVMAX (19.09). JVMAX return over 5 years is better than : 38.80 vs. SMVTX (6.75).
| JVMAX | SMVTX | JVMAX / SMVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | 4.348 | 5.593 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 2.09B | 1,069% |
| Annual Yield % from dividends | 0.67 | 1.06 | 63% |
| Returns for 1 year | 19.09 | 21.09 | 91% |
| Returns for 3 years | 2.86 | -11.73 | -24% |
| Returns for 5 years | 38.80 | 6.75 | 575% |
| Returns for 10 years | 58.21 | -3.07 | -1,897% |
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