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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$24.20
Change-$0.83 (-3.32%)
VolumeN/A
Net Assets19.9B
Virtus Ceredex Mid-Cap Value Equity R6
Price$10.49
Change-$0.43 (-3.94%)
VolumeN/A
Net Assets1.43B
JVMSX vs SMVZX Comparison Chart
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JVMSX vs. SMVZX commentary
Apr 11, 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 StrongBuy and SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 19.9B vs. SMVZX (1.43B). SMVZX pays higher dividends than JVMSX: SMVZX (1.31) vs JVMSX (0.45). JVMSX was incepted earlier than SMVZX: JVMSX (13 years) vs SMVZX (11 years). JVMSX (1.26) is less costly to investors than SMVZX (0.87). SMVZX is a more actively managed with annual turnover of: 140.00 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than SMVZX: JVMSX (0) vs SMVZX (2500000). SMVZX (-12.55) and JVMSX (-12.83) have marching annual gain over last year. JVMSX return over 5 years is better than : 47.88 vs. SMVZX (21.94).
| JVMSX | SMVZX | JVMSX / SMVZX | |
| Total Expense Ratio | 1.25 | 0.79 | 158% |
| Annual Report Gross Expense Ratio | 1.26 | 0.87 | 145% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | -6.639 | -9.528 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 1.43B | 1,392% |
| Annual Yield % from dividends | 0.45 | 1.31 | 34% |
| Returns for 1 year | -12.83 | -12.55 | 102% |
| Returns for 3 years | -5.90 | -8.23 | 72% |
| Returns for 5 years | 47.88 | 21.94 | 218% |
| Returns for 10 years | 22.46 | -12.64 | -178% |
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