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JVMTX vs SMVFX
JVMTX vs SMVFX Comparison
Open Charts JVMTX vs SMVFX
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.92B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.65
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets1.6B
JVMTX vs SMVFX Comparison Chart in %
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JVMTX vs. SMVFX commentary
Jul 26, 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 JVMTX is a Buy and SMVFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.9B vs. SMVFX (1.6B). JVMTX pays higher dividends than SMVFX: JVMTX (0.65) vs SMVFX (0.22). JVMTX was incepted earlier than SMVFX: JVMTX (12 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than JVMTX (1.11). SMVFX is a more actively managed with annual turnover of: 141.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than SMVFX: JVMTX (0) vs SMVFX (2500). JVMTX annual gain was more profitable for investors over the last year : 0.41 vs. SMVFX (-1.48). JVMTX return over 5 years is better than : 56.27 vs. SMVFX (18.47).
| JVMTX | SMVFX | JVMTX / SMVFX | |
| Total Expense Ratio | 1.00 | 1.76 | 57% |
| Annual Report Gross Expense Ratio | 1.11 | 2.00 | 56% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 8.547 | 3.214 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 1.6B | 1,430% |
| Annual Yield % from dividends | 0.65 | 0.22 | 289% |
| Returns for 1 year | 0.41 | -1.48 | -28% |
| Returns for 3 years | 20.37 | 18.44 | 110% |
| Returns for 5 years | 56.27 | 18.47 | 305% |
| Returns for 10 years | 47.94 | -8.33 | -576% |
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