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JVMRX vs SMVZX
JVMRX vs SMVZX Comparison
Open Charts JVMRX vs SMVZX
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Virtus Ceredex Mid-Cap Value Equity R6
Price$11.62
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets1.49B
JVMRX vs SMVZX Comparison Chart
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JVMRX vs. SMVZX commentary
May 09, 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 SMVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. SMVZX (1.49B). SMVZX pays higher dividends than JVMRX: SMVZX (1.33) vs JVMRX (0.96). JVMRX was incepted earlier than SMVZX: JVMRX (14 years) vs SMVZX (11 years). SMVZX (0.87) is less costly to investors than JVMRX (0.76). SMVZX is a more actively managed with annual turnover of: 141.00 vs. JVMRX (47.00). JVMRX has a lower initial minimum investment than SMVZX: JVMRX (1000000) vs SMVZX (2500000). JVMRX (-7.91) and SMVZX (-8.16) have marching annual gain over last year. JVMRX return over 5 years is better than : 53.53 vs. SMVZX (27.24).
| JVMRX | SMVZX | JVMRX / SMVZX | |
| Total Expense Ratio | 0.75 | 0.79 | 95% |
| Annual Report Gross Expense Ratio | 0.76 | 0.87 | 87% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -2.227 | -4.391 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 1.49B | 1,383% |
| Annual Yield % from dividends | 0.96 | 1.33 | 72% |
| Returns for 1 year | -7.91 | -8.16 | 97% |
| Returns for 3 years | 5.83 | 6.18 | 94% |
| Returns for 5 years | 53.53 | 27.24 | 197% |
| Returns for 10 years | 31.98 | -7.02 | -456% |
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