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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$27.66
Change+$0.28 (+1.02%)
VolumeN/A
Net Assets21.45B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.06
Change+$0.10 (+0.84%)
VolumeN/A
Net Assets1.52B
JVMSX vs SMVZX Comparison Chart
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JVMSX vs. SMVZX commentary
Jun 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 SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. SMVZX (1.52B). SMVZX pays higher dividends than JVMSX: SMVZX (1.27) vs JVMSX (0.43). JVMSX was incepted earlier than SMVZX: JVMSX (13 years) vs SMVZX (11 years). JVMSX (1.26) is less costly to investors than SMVZX (0.88). SMVZX is a more actively managed with annual turnover of: 141.00 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than SMVZX: JVMSX (0) vs SMVZX (2500000). JVMSX annual gain was more profitable for investors over the last year : -3.54 vs. SMVZX (-3.91). JVMSX return over 5 years is better than : 37.71 vs. SMVZX (16.07).
| JVMSX | SMVZX | JVMSX / SMVZX | |
| Total Expense Ratio | 1.25 | 0.79 | 158% |
| Annual Report Gross Expense Ratio | 1.26 | 0.88 | 143% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 2.126 | -0.911 | -233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.52B | 1,411% |
| Annual Yield % from dividends | 0.43 | 1.27 | 34% |
| Returns for 1 year | -3.54 | -3.91 | 90% |
| Returns for 3 years | 3.67 | 3.19 | 115% |
| Returns for 5 years | 37.71 | 16.07 | 235% |
| Returns for 10 years | 34.21 | -3.15 | -1,087% |
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