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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$29.74
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets24.02B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.95
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets1.1B
JVMSX vs SMVZX Comparison Chart in %
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JVMSX vs. SMVZX commentary
Aug 30, 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: 24B vs. SMVZX (1.1B). SMVZX pays higher dividends than JVMSX: SMVZX (1.13) vs JVMSX (0.41). JVMSX was incepted earlier than SMVZX: JVMSX (14 years) vs SMVZX (11 years). JVMSX (1.25) is less costly to investors than SMVZX (0.88). SMVZX is a more actively managed with annual turnover of: 141.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than SMVZX: JVMSX (0) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 1.42 vs. JVMSX (0.31). JVMSX return over 5 years is better than : 50.43 vs. SMVZX (25.58).
| JVMSX | SMVZX | JVMSX / SMVZX | |
| Total Expense Ratio | 1.24 | 0.79 | 157% |
| Annual Report Gross Expense Ratio | 1.25 | 0.88 | 142% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 11.115 | 6.959 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 1.1B | 2,176% |
| Annual Yield % from dividends | 0.41 | 1.13 | 36% |
| Returns for 1 year | 0.31 | 1.42 | 22% |
| Returns for 3 years | 19.66 | 22.29 | 88% |
| Returns for 5 years | 50.43 | 25.58 | 197% |
| Returns for 10 years | 53.84 | 13.75 | 391% |
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