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JVMRX vs SMVZX
JVMRX vs SMVZX Comparison
Open Charts JVMRX vs SMVZX
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.06
Change+$0.10 (+0.84%)
VolumeN/A
Net Assets1.52B
JVMRX vs SMVZX Comparison Chart
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JVMRX vs. SMVZX commentary
Jun 07, 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: 21.5B vs. SMVZX (1.52B). 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 (47.00). 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 : -2.97 vs. SMVZX (-3.91). JVMRX return over 5 years is better than : 40.13 vs. SMVZX (16.07).
| 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 | 2.376 | -0.911 | -261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.52B | 1,411% |
| Annual Yield % from dividends | 0.91 | 1.27 | 72% |
| Returns for 1 year | -2.97 | -3.91 | 76% |
| Returns for 3 years | 4.82 | 3.19 | 151% |
| Returns for 5 years | 40.13 | 16.07 | 250% |
| Returns for 10 years | 38.58 | -3.15 | -1,226% |
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