Interact to see
Advertisement
Advertisement
JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$28.67
Change-$0.17 (-0.59%)
VolumeN/A
Net Assets23.32B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.49
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.09B
JVMSX vs SMVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. SMVZX commentary
Aug 08, 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 Hold and SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. SMVZX (1.09B). SMVZX pays higher dividends than JVMSX: SMVZX (1.13) vs JVMSX (0.41). 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). SMVZX annual gain was more profitable for investors over the last year : 5.84 vs. JVMSX (3.79). JVMSX return over 5 years is better than : 49.13 vs. SMVZX (23.65).
| 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 | 7.572 | 3.563 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 1.09B | 2,142% |
| Annual Yield % from dividends | 0.41 | 1.13 | 36% |
| Returns for 1 year | 3.79 | 5.84 | 65% |
| Returns for 3 years | 14.79 | 16.07 | 92% |
| Returns for 5 years | 49.13 | 23.65 | 208% |
| Returns for 10 years | 40.29 | 3.55 | 1,136% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement