Interact to see
Advertisement
Advertisement
JVMCX vs SMVFX
JVMCX vs SMVFX Comparison
Open Charts JVMCX vs SMVFX
JHancock Disciplined Value Mid Cap C
Price$28.04
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets24.25B
Virtus Ceredex Mid-Cap Value Equity C
Price$12.04
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.1B
JVMCX vs SMVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. SMVFX commentary
Sep 30, 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: 24.2B vs. SMVFX (1.1B). SMVFX pays higher dividends than JVMCX: SMVFX (0.21) 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 : -1.82 vs. JVMCX (-2.54). JVMCX return over 5 years is better than : 54.71 vs. SMVFX (22.81).
| 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 | 10.909 | 7.321 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.1B | 2,204% |
| Annual Yield % from dividends | 0.00 | 0.21 | - |
| Returns for 1 year | -2.54 | -1.82 | 140% |
| Returns for 3 years | 30.96 | 33.19 | 93% |
| Returns for 5 years | 54.71 | 22.81 | 240% |
| Returns for 10 years | 50.96 | 7.25 | 703% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement