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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$31.12
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.39
Change-$0.12 (-0.89%)
VolumeN/A
CapitalizationN/A
JVMSX vs SMVZX Comparison Chart
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JVMSX vs. SMVZX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.8B vs. SMVZX (1.79B). 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 : 22.75 vs. JVMSX (21.08). JVMSX return over 5 years is better than : 43.15 vs. SMVZX (6.69).
| JVMSX | SMVZX | JVMSX / SMVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 14.202 | 12.953 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.79B | 1,329% |
| Annual Yield % from dividends | 0.52 | 1.22 | 43% |
| Returns for 1 year | 21.08 | 22.75 | 93% |
| Returns for 3 years | 6.66 | -12.83 | -52% |
| Returns for 5 years | 43.15 | 6.69 | 645% |
| Returns for 10 years | 58.32 | -0.88 | -6,631% |
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