JVMTX
Price
$26.97
Change
-$3.19 (-10.58%)
Updated
Dec 23 closing price
SMVFX
Price
$11.19
Change
+$0.14 (+1.27%)
Updated
Dec 20 closing price
Ad is loading...

JVMTX vs SMVFX

Header iconJVMTX vs SMVFX Comparison
Open Charts JVMTX vs SMVFXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$26.97
Change-$3.19 (-10.58%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity C
Price$11.19
Change+$0.14 (+1.27%)
VolumeN/A
CapitalizationN/A
JVMTX vs SMVFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JVMTX vs. SMVFX commentary
Dec 24, 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 Hold.

FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.3B vs. SMVFX (1.69B). 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). JVMTX annual gain was more profitable for investors over the last year : 11.85 vs. SMVFX (2.57). JVMTX return over 5 years is better than : 38.08 vs. SMVFX (-8.23).
JVMTXSMVFXJVMTX / SMVFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years23 years-
Gain YTD11.0741.454762%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets20.3B1.69B1,204%
Annual Yield % from dividends0.730.31236%
Returns for 1 year11.852.57462%
Returns for 3 years14.48-23.07-63%
Returns for 5 years38.08-8.23-462%
Returns for 10 years55.25-14.56-379%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
URGN10.64-0.07
-0.65%
UroGen Pharma Ltd
DAR33.06-0.57
-1.69%
Darling Ingredients
ACMR14.91-0.30
-1.97%
ACM Research
BABA82.28-2.03
-2.41%
Alibaba Group Holding Limited
ENTX2.10-0.06
-2.78%
Entera Bio Ltd