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JVMTX vs SMVFX
JVMTX vs SMVFX Comparison
Open Charts JVMTX vs SMVFX
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity C
Price$12.38
Change-$0.12 (-0.96%)
VolumeN/A
CapitalizationN/A
JVMTX vs SMVFX Comparison Chart
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JVMTX vs. SMVFX 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 JVMTX is a Buy and SMVFX is a StrongSell.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. SMVFX (1.79B). JVMTX pays higher dividends than SMVFX: JVMTX (0.73) vs SMVFX (0.31). JVMTX was incepted earlier than SMVFX: JVMTX (11 years) vs SMVFX (23 years). SMVFX is a more actively managed with annual turnover of: 140.00 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than SMVFX: JVMTX (0) vs SMVFX (2500). SMVFX (21.49) and JVMTX (21.44) have marching annual gain over last year. JVMTX return over 5 years is better than : 44.38 vs. SMVFX (-0.33).
| JVMTX | SMVFX | JVMTX / SMVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 14.484 | 11.991 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.79B | 1,329% |
| Annual Yield % from dividends | 0.73 | 0.31 | 236% |
| Returns for 1 year | 21.44 | 21.49 | 100% |
| Returns for 3 years | 7.23 | -16.67 | -43% |
| Returns for 5 years | 44.38 | -0.33 | -13,553% |
| Returns for 10 years | 60.91 | -13.10 | -465% |
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