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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$28.81
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.21
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets1.07B
JVMSX vs SMVZX Comparison Chart in %
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JVMSX vs. SMVZX commentary
Nov 20, 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: 23.4B vs. SMVZX (1.07B). SMVZX pays higher dividends than JVMSX: SMVZX (1.06) 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 : -0.55 vs. JVMSX (-7.41). JVMSX return over 5 years is better than : 29.76 vs. SMVZX (16.52).
| 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 | 7.236 | 9.611 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.07B | 2,195% |
| Annual Yield % from dividends | 0.41 | 1.06 | 38% |
| Returns for 1 year | -7.41 | -0.55 | 1,353% |
| Returns for 3 years | 11.53 | 25.55 | 45% |
| Returns for 5 years | 29.76 | 16.52 | 180% |
| Returns for 10 years | 41.20 | 11.91 | 346% |
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