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JVMSX vs SMVTX
JVMSX vs SMVTX Comparison
Open Charts JVMSX vs SMVTX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.76B
Virtus Ceredex Mid-Cap Value Equity I
Price$12.56
Change-$0.08 (-0.63%)
VolumeN/A
Net Assets1.1B
JVMSX vs SMVTX Comparison Chart in %
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JVMSX vs. SMVTX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.8B vs. SMVTX (1.1B). SMVTX pays higher dividends than JVMSX: SMVTX (0.91) vs JVMSX (0.41). JVMSX was incepted earlier than SMVTX: JVMSX (13 years) vs SMVTX (24 years). JVMSX (1.26) 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). JVMSX annual gain was more profitable for investors over the last year : 1.10 vs. SMVTX (0.88). JVMSX return over 5 years is better than : 49.21 vs. SMVTX (23.35).
| JVMSX | SMVTX | JVMSX / SMVTX | |
| Total Expense Ratio | 1.25 | 1.01 | 124% |
| Annual Report Gross Expense Ratio | 1.26 | 1.01 | 125% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 9.549 | 5.333 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.1B | 2,156% |
| Annual Yield % from dividends | 0.41 | 0.91 | 45% |
| Returns for 1 year | 1.10 | 0.88 | 125% |
| Returns for 3 years | 11.79 | 13.03 | 91% |
| Returns for 5 years | 49.21 | 23.35 | 211% |
| Returns for 10 years | 42.67 | 3.24 | 1,317% |
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