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JVMRX vs SMVFX
JVMRX vs SMVFX Comparison
Open Charts JVMRX vs SMVFX
JHancock Disciplined Value Mid Cap R6
Price$29.18
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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JVMRX vs SMVFX Comparison Chart
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JVMRX 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 JVMRX is a StrongBuy and SMVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.3B vs. SMVFX (1.75B). JVMRX pays higher dividends than SMVFX: JVMRX (0.93) vs SMVFX (0.31). JVMRX was incepted earlier than SMVFX: JVMRX (13 years) vs SMVFX (23 years). SMVFX is a more actively managed with annual turnover of: 140.00 vs. JVMRX (41.00). SMVFX has a lower initial minimum investment than JVMRX: SMVFX (2500) vs JVMRX (1000000). SMVFX annual gain was more profitable for investors over the last year : 14.52 vs. JVMRX (13.59). JVMRX return over 5 years is better than : 42.69 vs. SMVFX (0.18).
| JVMRX | SMVFX | JVMRX / SMVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 8.114 | 6.292 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 1.75B | 1,276% |
| Annual Yield % from dividends | 0.93 | 0.31 | 304% |
| Returns for 1 year | 13.59 | 14.52 | 94% |
| Returns for 3 years | 6.53 | -17.20 | -38% |
| Returns for 5 years | 42.69 | 0.18 | 23,219% |
| Returns for 10 years | 56.21 | -17.24 | -326% |
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