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JVMRX vs SMVFX
JVMRX vs SMVFX Comparison
Open Charts JVMRX vs SMVFX
JHancock Disciplined Value Mid Cap R6
Price$30.35
Change-$0.26 (-0.85%)
VolumeN/A
Net Assets24.23B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.86
Change-$0.10 (-0.84%)
VolumeN/A
Net Assets1.1B
JVMRX vs SMVFX Comparison Chart in %
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JVMRX vs. SMVFX commentary
Sep 14, 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 JVMRX is a Buy and SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. SMVFX (1.1B). JVMRX pays higher dividends than SMVFX: JVMRX (0.84) vs SMVFX (0.21). JVMRX was incepted earlier than SMVFX: JVMRX (14 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than JVMRX (0.75). SMVFX is a more actively managed with annual turnover of: 141.00 vs. JVMRX (49.00). SMVFX has a lower initial minimum investment than JVMRX: SMVFX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 4.52 vs. SMVFX (1.84). JVMRX return over 5 years is better than : 60.13 vs. SMVFX (20.13).
| JVMRX | SMVFX | JVMRX / SMVFX | |
| Total Expense Ratio | 0.74 | 1.76 | 42% |
| Annual Report Gross Expense Ratio | 0.75 | 2.00 | 38% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 13.623 | 6.786 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.1B | 2,198% |
| Annual Yield % from dividends | 0.84 | 0.21 | 399% |
| Returns for 1 year | 4.52 | 1.84 | 245% |
| Returns for 3 years | 24.81 | 19.50 | 127% |
| Returns for 5 years | 60.13 | 20.13 | 299% |
| Returns for 10 years | 61.12 | 1.51 | 4,052% |
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