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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$27.35
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.32
Change-$0.30 (-2.38%)
VolumeN/A
Net Assets1.65B
JVMSX vs SMVZX Comparison Chart
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JVMSX vs. SMVZX commentary
Feb 23, 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: 22.5B vs. SMVZX (1.66B). SMVZX pays higher dividends than JVMSX: SMVZX (1.22) vs JVMSX (0.52). JVMSX was incepted earlier than SMVZX: JVMSX (13 years) vs SMVZX (11 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 : 4.80 vs. JVMSX (-0.52). JVMSX return over 5 years is better than : 25.78 vs. SMVZX (2.69).
| JVMSX | SMVZX | JVMSX / SMVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 3.805 | 4.557 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.66B | 1,360% |
| Annual Yield % from dividends | 0.52 | 1.22 | 43% |
| Returns for 1 year | -0.52 | 4.80 | -11% |
| Returns for 3 years | 4.71 | 5.97 | 79% |
| Returns for 5 years | 25.78 | 2.69 | 957% |
| Returns for 10 years | 36.29 | 0.89 | 4,094% |