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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
Virtus Ceredex Mid-Cap Value Equity R6
Price$11.62
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets1.49B
JVMSX vs SMVZX Comparison Chart
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JVMSX vs. SMVZX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. SMVZX (1.49B). SMVZX pays higher dividends than JVMSX: SMVZX (1.33) vs JVMSX (0.46). 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: 141.00 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than SMVZX: JVMSX (0) vs SMVZX (2500000). SMVZX (-8.16) and JVMSX (-8.45) have marching annual gain over last year. JVMSX return over 5 years is better than : 50.94 vs. SMVZX (27.24).
| 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 | -2.424 | -4.391 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 1.49B | 1,383% |
| Annual Yield % from dividends | 0.46 | 1.33 | 34% |
| Returns for 1 year | -8.45 | -8.16 | 103% |
| Returns for 3 years | 4.66 | 6.18 | 75% |
| Returns for 5 years | 50.94 | 27.24 | 187% |
| Returns for 10 years | 27.80 | -7.02 | -396% |