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Analysis and predictions JVMSX vs SMVTX
JVMSX vs SMVTX Comparison
Open Charts JVMSX vs SMVTX
JHancock Disciplined Value Mid Cap R2
Price$27.96
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity I
Price$12.23
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVMSX vs SMVTX Comparison Chart
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JVMSX vs. SMVTX commentary
May 03, 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 JVMSX is a Hold and SMVTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22B vs. SMVTX (2.08B). SMVTX pays higher dividends than JVMSX: SMVTX (1.06) vs JVMSX (0.52). JVMSX was incepted earlier than SMVTX: JVMSX (12 years) vs SMVTX (22 years). SMVTX is a more actively managed with annual turnover of: 140.00 vs. JVMSX (41.00). 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 : 16.83 vs. JVMSX (15.06). JVMSX return over 5 years is better than : 36.66 vs. SMVTX (4.78).
| JVMSX | SMVTX | JVMSX / SMVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 2.606 | 3.644 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22B | 2.08B | 1,058% |
| Annual Yield % from dividends | 0.52 | 1.06 | 49% |
| Returns for 1 year | 15.06 | 16.83 | 89% |
| Returns for 3 years | 2.15 | -12.94 | -17% |
| Returns for 5 years | 36.66 | 4.78 | 768% |
| Returns for 10 years | 55.09 | -5.66 | -973% |
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