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JVMTX vs SMVTX
JVMTX vs SMVTX Comparison
Open Charts JVMTX vs SMVTX
JHancock Disciplined Value Mid Cap R4
Price$28.98
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.44B
Virtus Ceredex Mid-Cap Value Equity I
Price$13.11
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets1.07B
JVMTX vs SMVTX Comparison Chart in %
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JVMTX vs. SMVTX commentary
Nov 20, 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 Hold and SMVTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. SMVTX (1.07B). SMVTX pays higher dividends than JVMTX: SMVTX (0.86) vs JVMTX (0.63). JVMTX was incepted earlier than SMVTX: JVMTX (12 years) vs SMVTX (24 years). JVMTX (1.10) 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). SMVTX annual gain was more profitable for investors over the last year : -0.86 vs. JVMTX (-7.14). JVMTX return over 5 years is better than : 30.97 vs. SMVTX (15.09).
| JVMTX | SMVTX | JVMTX / SMVTX | |
| Total Expense Ratio | 0.99 | 1.01 | 98% |
| Annual Report Gross Expense Ratio | 1.10 | 1.01 | 109% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 7.507 | 9.417 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.07B | 2,195% |
| Annual Yield % from dividends | 0.63 | 0.86 | 73% |
| Returns for 1 year | -7.14 | -0.86 | 835% |
| Returns for 3 years | 12.20 | 24.67 | 49% |
| Returns for 5 years | 30.97 | 15.09 | 205% |
| Returns for 10 years | 43.58 | 9.11 | 478% |
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