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JVMSX vs SMVTX
JVMSX vs SMVTX Comparison
Open Charts JVMSX vs SMVTX
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 I
Price$12.80
Change+$0.10 (+0.79%)
VolumeN/A
Net Assets1.1B
JVMSX vs SMVTX Comparison Chart in %
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JVMSX vs. SMVTX commentary
Sep 06, 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 SMVTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. SMVTX (1.1B). SMVTX pays higher dividends than JVMSX: SMVTX (0.89) vs JVMSX (0.40). JVMSX was incepted earlier than SMVTX: JVMSX (14 years) vs SMVTX (24 years). JVMSX (1.25) is less costly to investors than SMVTX (1.01). SMVTX is a more actively managed with annual turnover of: 141.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than SMVTX: JVMSX (0) vs SMVTX (100000). SMVTX annual gain was more profitable for investors over the last year : 2.56 vs. JVMSX (2.39). JVMSX return over 5 years is better than : 52.66 vs. SMVTX (24.79).
| JVMSX | SMVTX | JVMSX / SMVTX | |
| Total Expense Ratio | 1.24 | 1.01 | 123% |
| Annual Report Gross Expense Ratio | 1.25 | 1.01 | 124% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 11.637 | 6.667 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.1B | 2,201% |
| Annual Yield % from dividends | 0.40 | 0.89 | 45% |
| Returns for 1 year | 2.39 | 2.56 | 94% |
| Returns for 3 years | 23.81 | 24.40 | 98% |
| Returns for 5 years | 52.66 | 24.79 | 212% |
| Returns for 10 years | 54.48 | 11.79 | 462% |
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