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JVMTX vs SMVTX
JVMTX vs SMVTX Comparison
Open Charts JVMTX vs SMVTX
JHancock Disciplined Value Mid Cap R4
Price$29.07
Change-$0.21 (-0.72%)
VolumeN/A
Net Assets22.57B
Virtus Ceredex Mid-Cap Value Equity I
Price$12.23
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets1.58B
JVMTX vs SMVTX Comparison Chart in %
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JVMTX vs. SMVTX commentary
Jul 13, 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 SMVTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. SMVTX (1.58B). SMVTX pays higher dividends than JVMTX: SMVTX (0.95) vs JVMTX (0.65). JVMTX was incepted earlier than SMVTX: JVMTX (12 years) vs SMVTX (24 years). JVMTX (1.11) is less costly to investors than SMVTX (1.01). SMVTX is a more actively managed with annual turnover of: 141.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than SMVTX: JVMTX (0) vs SMVTX (100000). JVMTX annual gain was more profitable for investors over the last year : 1.04 vs. SMVTX (-2.55). JVMTX return over 5 years is better than : 63.87 vs. SMVTX (27.72).
| JVMTX | SMVTX | JVMTX / SMVTX | |
| Total Expense Ratio | 1.00 | 1.01 | 99% |
| Annual Report Gross Expense Ratio | 1.11 | 1.01 | 110% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 8.027 | 1.917 | 419% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.58B | 1,427% |
| Annual Yield % from dividends | 0.65 | 0.95 | 68% |
| Returns for 1 year | 1.04 | -2.55 | -41% |
| Returns for 3 years | 24.28 | 23.17 | 105% |
| Returns for 5 years | 63.87 | 27.72 | 230% |
| Returns for 10 years | 44.41 | -1.65 | -2,698% |
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