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JVMRX vs SMVZX
JVMRX vs SMVZX Comparison
Open Charts JVMRX vs SMVZX
JHancock Disciplined Value Mid Cap R6
Price$24.35
Change-$0.83 (-3.30%)
VolumeN/A
Net Assets19.9B
Virtus Ceredex Mid-Cap Value Equity R6
Price$10.49
Change-$0.43 (-3.94%)
VolumeN/A
Net Assets1.43B
JVMRX vs SMVZX Comparison Chart
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JVMRX vs. SMVZX commentary
Apr 11, 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: 19.9B vs. SMVZX (1.43B). SMVZX pays higher dividends than JVMRX: SMVZX (1.31) vs JVMRX (0.94). 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: 140.00 vs. JVMRX (47.00). JVMRX has a lower initial minimum investment than SMVZX: JVMRX (1000000) vs SMVZX (2500000). JVMRX (-12.36) and SMVZX (-12.55) have marching annual gain over last year. JVMRX return over 5 years is better than : 50.36 vs. SMVZX (21.94).
| 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 | -6.533 | -9.528 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 1.43B | 1,392% |
| Annual Yield % from dividends | 0.94 | 1.31 | 72% |
| Returns for 1 year | -12.36 | -12.55 | 99% |
| Returns for 3 years | -4.90 | -8.23 | 60% |
| Returns for 5 years | 50.36 | 21.94 | 230% |
| Returns for 10 years | 26.40 | -12.64 | -209% |
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