Interact to see
Advertisement
Advertisement
JVMCX vs SMVFX
JVMCX vs SMVFX Comparison
Open Charts JVMCX vs SMVFX
JHancock Disciplined Value Mid Cap C
Price$27.01
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
Virtus Ceredex Mid-Cap Value Equity C
Price$12.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.06B
JVMCX vs SMVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. SMVFX commentary
Nov 20, 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 JVMCX is a Hold and SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. SMVFX (1.06B). SMVFX pays higher dividends than JVMCX: SMVFX (0.20) vs JVMCX (0.00). JVMCX was incepted earlier than SMVFX: JVMCX (14 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than JVMCX (1.86). SMVFX is a more actively managed with annual turnover of: 141.00 vs. JVMCX (49.00). JVMCX has a lower initial minimum investment than SMVFX: JVMCX (1000) vs SMVFX (2500). SMVFX annual gain was more profitable for investors over the last year : -2.12 vs. JVMCX (-7.96). JVMCX return over 5 years is better than : 26.91 vs. SMVFX (9.06).
| JVMCX | SMVFX | JVMCX / SMVFX | |
| Total Expense Ratio | 1.85 | 1.76 | 105% |
| Annual Report Gross Expense Ratio | 1.86 | 2.00 | 93% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 6.877 | 8.304 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 1.06B | 2,209% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | -7.96 | -2.12 | 376% |
| Returns for 3 years | 9.36 | 20.95 | 45% |
| Returns for 5 years | 26.91 | 9.06 | 297% |
| Returns for 10 years | 32.70 | -2.37 | -1,378% |