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JVMRX vs SMVZX
JVMRX vs SMVZX Comparison
Open Charts JVMRX vs SMVZX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.11
Change-$0.11 (-0.83%)
VolumeN/A
CapitalizationN/A
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JVMRX vs SMVZX Comparison Chart
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JVMRX vs. SMVZX commentary
Sep 21, 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 Buy and SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. SMVZX (1.85B). SMVZX pays higher dividends than JVMRX: SMVZX (1.22) vs JVMRX (0.93). JVMRX was incepted earlier than SMVZX: JVMRX (13 years) vs SMVZX (10 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 : 21.94 vs. JVMRX (19.58). JVMRX return over 5 years is better than : 44.82 vs. SMVZX (9.00).
| JVMRX | SMVZX | JVMRX / SMVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 11.221 | 10.591 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.85B | 1,268% |
| Annual Yield % from dividends | 0.93 | 1.22 | 76% |
| Returns for 1 year | 19.58 | 21.94 | 89% |
| Returns for 3 years | 13.96 | -7.02 | -199% |
| Returns for 5 years | 44.82 | 9.00 | 498% |
| Returns for 10 years | 65.88 | 0.03 | 228,863% |
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