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JVMRX vs SMVZX
JVMRX vs SMVZX Comparison
Open Charts JVMRX vs SMVZX
JHancock Disciplined Value Mid Cap R6
Price$28.34
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
Virtus Ceredex Mid-Cap Value Equity R6
Price$11.97
Change+$0.14 (+1.18%)
VolumeN/A
Net Assets1.54B
JVMRX vs SMVZX Comparison Chart in %
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JVMRX vs. SMVZX commentary
Jun 28, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.7B vs. SMVZX (1.54B). SMVZX pays higher dividends than JVMRX: SMVZX (1.27) vs JVMRX (0.91). JVMRX was incepted earlier than SMVZX: JVMRX (14 years) vs SMVZX (11 years). SMVZX (0.88) is less costly to investors than JVMRX (0.76). SMVZX is a more actively managed with annual turnover of: 141.00 vs. JVMRX (49.00). JVMRX has a lower initial minimum investment than SMVZX: JVMRX (1000000) vs SMVZX (2500000). JVMRX annual gain was more profitable for investors over the last year : -0.45 vs. SMVZX (-3.39). JVMRX return over 5 years is better than : 62.32 vs. SMVZX (27.97).
| JVMRX | SMVZX | JVMRX / SMVZX | |
| Total Expense Ratio | 0.75 | 0.79 | 95% |
| Annual Report Gross Expense Ratio | 0.76 | 0.88 | 86% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 4.195 | -1.988 | -211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 1.54B | 1,413% |
| Annual Yield % from dividends | 0.91 | 1.27 | 72% |
| Returns for 1 year | -0.45 | -3.39 | 13% |
| Returns for 3 years | 17.41 | 17.54 | 99% |
| Returns for 5 years | 62.32 | 27.97 | 223% |
| Returns for 10 years | 43.93 | -2.44 | -1,803% |
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