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JVMRX vs SMVZX
JVMRX vs SMVZX Comparison
Open Charts JVMRX vs SMVZX
JHancock Disciplined Value Mid Cap R6
Price$31.39
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.39
Change-$0.12 (-0.89%)
VolumeN/A
CapitalizationN/A
JVMRX vs SMVZX Comparison Chart
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JVMRX vs. SMVZX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. SMVZX (1.79B). 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 (22.75) and JVMRX (21.74) have marching annual gain over last year. JVMRX return over 5 years is better than : 45.54 vs. SMVZX (6.69).
| 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 | 14.730 | 12.953 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.79B | 1,329% |
| Annual Yield % from dividends | 0.93 | 1.22 | 76% |
| Returns for 1 year | 21.74 | 22.75 | 96% |
| Returns for 3 years | 7.78 | -12.83 | -61% |
| Returns for 5 years | 45.54 | 6.69 | 680% |
| Returns for 10 years | 63.39 | -0.88 | -7,207% |
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