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JVMTX vs SMVFX
JVMTX vs SMVFX Comparison
Open Charts JVMTX vs SMVFX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.02
Change-$0.16 (-1.43%)
VolumeN/A
Net Assets1.53B
JVMTX vs SMVFX Comparison Chart
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JVMTX vs. SMVFX commentary
Jun 14, 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: 21.7B vs. SMVFX (1.53B). JVMTX pays higher dividends than SMVFX: JVMTX (0.67) vs SMVFX (0.28). 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 (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 : -1.88 vs. SMVFX (-4.43). JVMTX return over 5 years is better than : 53.23 vs. SMVFX (17.12).
| 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 | 3.642 | -0.179 | -2,039% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 1.53B | 1,416% |
| Annual Yield % from dividends | 0.67 | 0.28 | 237% |
| Returns for 1 year | -1.88 | -4.43 | 42% |
| Returns for 3 years | 17.85 | 12.45 | 143% |
| Returns for 5 years | 53.23 | 17.12 | 311% |
| Returns for 10 years | 37.23 | -15.33 | -243% |