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JVMSX vs SMVFX
JVMSX vs SMVFX Comparison
Open Charts JVMSX vs SMVFX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.64
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets1.1B
JVMSX vs SMVFX Comparison Chart in %
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JVMSX vs. SMVFX commentary
Aug 17, 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 JVMSX is a Buy and SMVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. SMVFX (1.1B). JVMSX pays higher dividends than SMVFX: JVMSX (0.41) vs SMVFX (0.22). JVMSX was incepted earlier than SMVFX: JVMSX (13 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than JVMSX (1.26). SMVFX is a more actively managed with annual turnover of: 141.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than SMVFX: JVMSX (0) vs SMVFX (2500). JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. SMVFX (-1.22). JVMSX return over 5 years is better than : 48.09 vs. SMVFX (15.66).
| JVMSX | SMVFX | JVMSX / SMVFX | |
| Total Expense Ratio | 1.25 | 1.76 | 71% |
| Annual Report Gross Expense Ratio | 1.26 | 2.00 | 63% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 8.728 | 3.929 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.1B | 2,151% |
| Annual Yield % from dividends | 0.41 | 0.22 | 191% |
| Returns for 1 year | 0.34 | -1.22 | -28% |
| Returns for 3 years | 10.96 | 9.15 | 120% |
| Returns for 5 years | 48.09 | 15.66 | 307% |
| Returns for 10 years | 41.60 | -8.12 | -512% |
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