Interact to see
Advertisement
Advertisement
JVMTX vs SMVFX
JVMTX vs SMVFX Comparison
Open Charts JVMTX vs SMVFX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.34
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets1.59B
JVMTX vs SMVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. SMVFX commentary
Jul 05, 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: 22.6B vs. SMVFX (1.59B). 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 : 3.31 vs. SMVFX (-1.68). JVMTX return over 5 years is better than : 61.96 vs. SMVFX (19.86).
| 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 | 8.361 | 1.250 | 669% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.59B | 1,421% |
| Annual Yield % from dividends | 0.65 | 0.22 | 289% |
| Returns for 1 year | 3.31 | -1.68 | -197% |
| Returns for 3 years | 23.47 | 18.73 | 125% |
| Returns for 5 years | 61.96 | 19.86 | 312% |
| Returns for 10 years | 46.97 | -10.90 | -431% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement