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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$28.14
Change+$0.27 (+0.97%)
VolumeN/A
Net Assets21.72B
Virtus Ceredex Mid-Cap Value Equity R6
Price$11.97
Change+$0.14 (+1.18%)
VolumeN/A
Net Assets1.54B
JVMSX vs SMVZX Comparison Chart in %
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JVMSX vs. SMVZX commentary
Jun 28, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.7B vs. SMVZX (1.54B). SMVZX pays higher dividends than JVMSX: SMVZX (1.27) vs JVMSX (0.43). JVMSX was incepted earlier than SMVZX: JVMSX (13 years) vs SMVZX (11 years). JVMSX (1.26) 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). JVMSX annual gain was more profitable for investors over the last year : -0.98 vs. SMVZX (-3.39). JVMSX return over 5 years is better than : 59.62 vs. SMVZX (27.97).
| JVMSX | SMVZX | JVMSX / SMVZX | |
| Total Expense Ratio | 1.25 | 0.79 | 158% |
| Annual Report Gross Expense Ratio | 1.26 | 0.88 | 143% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 3.954 | -1.988 | -199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 1.54B | 1,413% |
| Annual Yield % from dividends | 0.43 | 1.27 | 34% |
| Returns for 1 year | -0.98 | -3.39 | 29% |
| Returns for 3 years | 16.15 | 17.54 | 92% |
| Returns for 5 years | 59.62 | 27.97 | 213% |
| Returns for 10 years | 39.42 | -2.44 | -1,618% |
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