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JVMTX vs SMVFX
JVMTX vs SMVFX Comparison
Open Charts JVMTX vs SMVFX
JHancock Disciplined Value Mid Cap R4
Price$27.21
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.79B
Virtus Ceredex Mid-Cap Value Equity C
Price$10.89
Change-$0.04 (-0.37%)
VolumeN/A
Net Assets1.55B
JVMTX vs SMVFX Comparison Chart
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JVMTX vs. SMVFX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.8B vs. SMVFX (1.55B). JVMTX pays higher dividends than SMVFX: JVMTX (0.71) vs SMVFX (0.30). JVMTX was incepted earlier than SMVFX: JVMTX (12 years) vs SMVFX (23 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 (47.00). 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 : -4.36 vs. SMVFX (-7.04). JVMTX return over 5 years is better than : 61.31 vs. SMVFX (23.11).
| 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 | 23 years | - |
| Gain YTD | 3.456 | -0.179 | -1,935% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 1.55B | 1,403% |
| Annual Yield % from dividends | 0.71 | 0.30 | 239% |
| Returns for 1 year | -4.36 | -7.04 | 62% |
| Returns for 3 years | 12.71 | 6.80 | 187% |
| Returns for 5 years | 61.31 | 23.11 | 265% |
| Returns for 10 years | 35.64 | -15.82 | -225% |
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