Interact to see
Advertisement
Advertisement
JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$30.10
Change+$0.20 (+0.67%)
VolumeN/A
Net Assets24.35B
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.06
Change+$0.19 (+1.48%)
VolumeN/A
Net Assets1.1B
JVMSX vs SMVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. SMVZX commentary
Sep 19, 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 Hold and SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. SMVZX (1.1B). SMVZX pays higher dividends than JVMSX: SMVZX (1.10) vs JVMSX (0.40). 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 : 0.56 vs. JVMSX (0.34). JVMSX return over 5 years is better than : 53.99 vs. SMVZX (25.89).
| 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 | 11.526 | 6.628 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.1B | 2,209% |
| Annual Yield % from dividends | 0.40 | 1.10 | 36% |
| Returns for 1 year | 0.34 | 0.56 | 62% |
| Returns for 3 years | 23.19 | 24.76 | 94% |
| Returns for 5 years | 53.99 | 25.89 | 209% |
| Returns for 10 years | 54.64 | 15.40 | 355% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement