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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$28.87
Change+$0.30 (+1.05%)
VolumeN/A
Net Assets22.33B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.35
Change+$0.14 (+1.15%)
VolumeN/A
Net Assets1.56B
JVMSX vs SMVZX Comparison Chart in %
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JVMSX vs. SMVZX commentary
Jul 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.3B vs. SMVZX (1.56B). SMVZX pays higher dividends than JVMSX: SMVZX (1.17) vs JVMSX (0.42). 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 : -2.89 vs. SMVZX (-5.33). JVMSX return over 5 years is better than : 53.14 vs. SMVZX (23.33).
| 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 | 6.565 | 1.160 | 566% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 1.56B | 1,426% |
| Annual Yield % from dividends | 0.42 | 1.17 | 36% |
| Returns for 1 year | -2.89 | -5.33 | 54% |
| Returns for 3 years | 21.83 | 23.93 | 91% |
| Returns for 5 years | 53.14 | 23.33 | 228% |
| Returns for 10 years | 40.86 | 1.14 | 3,572% |
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