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JVMTX vs SMVFX
JVMTX vs SMVFX Comparison
Open Charts JVMTX vs SMVFX
JHancock Disciplined Value Mid Cap R4
Price$29.11
Change-$0.40 (-1.36%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity C
Price$11.55
Change-$0.20 (-1.70%)
VolumeN/A
CapitalizationN/A
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JVMTX vs SMVFX Comparison Chart
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JVMTX vs. SMVFX commentary
Sep 07, 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 StrongBuy and SMVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.3B vs. SMVFX (1.75B). 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 annual gain was more profitable for investors over the last year : 14.52 vs. JVMTX (13.32). JVMTX return over 5 years is better than : 41.51 vs. SMVFX (0.18).
| 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 | 7.937 | 6.292 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 1.75B | 1,276% |
| Annual Yield % from dividends | 0.73 | 0.31 | 236% |
| Returns for 1 year | 13.32 | 14.52 | 92% |
| Returns for 3 years | 6.02 | -17.20 | -35% |
| Returns for 5 years | 41.51 | 0.18 | 22,575% |
| Returns for 10 years | 53.85 | -17.24 | -312% |