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JVMRX vs SMVZX
JVMRX vs SMVZX Comparison
Open Charts JVMRX vs SMVZX
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.61
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets1.73B
JVMRX vs SMVZX Comparison Chart
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JVMRX vs. SMVZX commentary
Jan 19, 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 Hold and SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. SMVZX (1.73B). 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 : 10.33 vs. JVMRX (5.82). JVMRX return over 5 years is better than : 26.86 vs. SMVZX (1.36).
| 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 | 3.786 | 4.474 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.73B | 1,335% |
| Annual Yield % from dividends | 0.93 | 1.22 | 76% |
| Returns for 1 year | 5.82 | 10.33 | 56% |
| Returns for 3 years | 1.65 | -1.52 | -108% |
| Returns for 5 years | 26.86 | 1.36 | 1,975% |
| Returns for 10 years | 49.19 | 7.39 | 665% |
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