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JVMRX vs SMVZX
JVMRX vs SMVZX Comparison
Open Charts JVMRX vs SMVZX
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.32
Change-$0.30 (-2.38%)
VolumeN/A
Net Assets1.65B
JVMRX vs SMVZX Comparison Chart
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JVMRX vs. SMVZX commentary
Feb 23, 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 StrongBuy and SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. SMVZX (1.66B). SMVZX pays higher dividends than JVMRX: SMVZX (1.22) vs JVMRX (0.93). JVMRX was incepted earlier than SMVZX: JVMRX (13 years) vs SMVZX (11 years). SMVZX is a more actively managed with annual turnover of: 140.00 vs. JVMRX (41.00). JVMRX has a lower initial minimum investment than SMVZX: JVMRX (1000000) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 4.80 vs. JVMRX (0.01). JVMRX return over 5 years is better than : 27.91 vs. SMVZX (2.69).
| JVMRX | SMVZX | JVMRX / SMVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 3.860 | 4.557 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.66B | 1,360% |
| Annual Yield % from dividends | 0.93 | 1.22 | 76% |
| Returns for 1 year | 0.01 | 4.80 | 0% |
| Returns for 3 years | 5.83 | 5.97 | 98% |
| Returns for 5 years | 27.91 | 2.69 | 1,036% |
| Returns for 10 years | 40.73 | 0.89 | 4,595% |