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JVMAX vs SMVZX
JVMAX vs SMVZX Comparison
Open Charts JVMAX vs SMVZX
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.11
Change-$0.11 (-0.83%)
VolumeN/A
CapitalizationN/A
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JVMAX vs SMVZX Comparison Chart
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JVMAX vs. SMVZX commentary
Sep 21, 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 Buy and SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. SMVZX (1.85B). SMVZX pays higher dividends than JVMAX: SMVZX (1.22) vs JVMAX (0.67). JVMAX was incepted earlier than SMVZX: JVMAX (27 years) vs SMVZX (10 years). SMVZX is a more actively managed with annual turnover of: 140.00 vs. JVMAX (41.00). JVMAX has a lower initial minimum investment than SMVZX: JVMAX (1000) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 21.94 vs. JVMAX (18.94). JVMAX return over 5 years is better than : 42.03 vs. SMVZX (9.00).
| JVMAX | SMVZX | JVMAX / SMVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 10.889 | 10.591 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.85B | 1,268% |
| Annual Yield % from dividends | 0.67 | 1.22 | 55% |
| Returns for 1 year | 18.94 | 21.94 | 86% |
| Returns for 3 years | 12.35 | -7.02 | -176% |
| Returns for 5 years | 42.03 | 9.00 | 467% |
| Returns for 10 years | 59.30 | 0.03 | 205,996% |
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