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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.11
Change-$0.11 (-0.83%)
VolumeN/A
CapitalizationN/A
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JVMSX vs SMVZX Comparison Chart
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JVMSX vs. SMVZX commentary
Sep 21, 2024
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: 23.4B vs. SMVZX (1.85B). SMVZX pays higher dividends than JVMSX: SMVZX (1.22) vs JVMSX (0.52). JVMSX was incepted earlier than SMVZX: JVMSX (13 years) vs SMVZX (10 years). SMVZX is a more actively managed with annual turnover of: 140.00 vs. JVMSX (41.00). 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 : 21.94 vs. JVMSX (18.97). JVMSX return over 5 years is better than : 42.48 vs. SMVZX (9.00).
| JVMSX | SMVZX | JVMSX / SMVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 10.826 | 10.591 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.85B | 1,268% |
| Annual Yield % from dividends | 0.52 | 1.22 | 43% |
| Returns for 1 year | 18.97 | 21.94 | 86% |
| Returns for 3 years | 12.80 | -7.02 | -182% |
| Returns for 5 years | 42.48 | 9.00 | 472% |
| Returns for 10 years | 60.77 | 0.03 | 211,122% |
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