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JVMIX vs SMVFX
JVMIX vs SMVFX Comparison
Open Charts JVMIX vs SMVFX
JHancock Disciplined Value Mid Cap I
Price$29.17
Change-$0.40 (-1.35%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity C
Price$11.55
Change-$0.20 (-1.70%)
VolumeN/A
CapitalizationN/A
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JVMIX vs SMVFX Comparison Chart
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JVMIX vs. SMVFX commentary
Sep 07, 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 JVMIX is a StrongBuy and SMVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.3B vs. SMVFX (1.75B). JVMIX pays higher dividends than SMVFX: JVMIX (0.84) vs SMVFX (0.31). JVMIX was incepted earlier than SMVFX: JVMIX (27 years) vs SMVFX (23 years). SMVFX is a more actively managed with annual turnover of: 140.00 vs. JVMIX (41.00). SMVFX has a lower initial minimum investment than JVMIX: SMVFX (2500) vs JVMIX (250000). SMVFX annual gain was more profitable for investors over the last year : 14.52 vs. JVMIX (13.48). JVMIX return over 5 years is better than : 42.15 vs. SMVFX (0.18).
| JVMIX | SMVFX | JVMIX / SMVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 8.038 | 6.292 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 1.75B | 1,276% |
| Annual Yield % from dividends | 0.84 | 0.31 | 274% |
| Returns for 1 year | 13.48 | 14.52 | 93% |
| Returns for 3 years | 6.32 | -17.20 | -37% |
| Returns for 5 years | 42.15 | 0.18 | 22,927% |
| Returns for 10 years | 55.34 | -17.24 | -321% |
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