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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$30.72
Change-$0.36 (-1.16%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.31
Change-$0.21 (-1.55%)
VolumeN/A
CapitalizationN/A
JVMSX vs SMVZX Comparison Chart
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JVMSX vs. SMVZX commentary
Dec 19, 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 Hold and SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.7B vs. SMVZX (1.77B). 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 : 15.29 vs. JVMSX (10.70). JVMSX return over 5 years is better than : 40.17 vs. SMVZX (4.79).
| 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 | 12.734 | 14.050 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 1.77B | 1,342% |
| Annual Yield % from dividends | 0.52 | 1.22 | 43% |
| Returns for 1 year | 10.70 | 15.29 | 70% |
| Returns for 3 years | 16.81 | -9.71 | -173% |
| Returns for 5 years | 40.17 | 4.79 | 838% |
| Returns for 10 years | 56.91 | 8.92 | 638% |
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