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JVMSX vs SMVFX
JVMSX vs SMVFX Comparison
Open Charts JVMSX vs SMVFX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.3B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.82
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets1.1B
JVMSX vs SMVFX Comparison Chart in %
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JVMSX vs. SMVFX commentary
Sep 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 JVMSX is a Buy and SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. SMVFX (1.1B). JVMSX pays higher dividends than SMVFX: JVMSX (0.40) vs SMVFX (0.21). JVMSX was incepted earlier than SMVFX: JVMSX (14 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than JVMSX (1.25). 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 : 2.39 vs. SMVFX (0.82). JVMSX return over 5 years is better than : 52.66 vs. SMVFX (17.33).
| JVMSX | SMVFX | JVMSX / SMVFX | |
| Total Expense Ratio | 1.24 | 1.76 | 70% |
| Annual Report Gross Expense Ratio | 1.25 | 2.00 | 63% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 11.637 | 5.536 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.1B | 2,201% |
| Annual Yield % from dividends | 0.40 | 0.21 | 190% |
| Returns for 1 year | 2.39 | 0.82 | 291% |
| Returns for 3 years | 23.81 | 20.49 | 116% |
| Returns for 5 years | 52.66 | 17.33 | 304% |
| Returns for 10 years | 54.48 | -0.17 | -31,173% |
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