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JVMTX vs SMVTX
JVMTX vs SMVTX Comparison
Open Charts JVMTX vs SMVTX
JHancock Disciplined Value Mid Cap R4
Price$27.21
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
Virtus Ceredex Mid-Cap Value Equity I
Price$11.70
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets1.52B
JVMTX vs SMVTX Comparison Chart
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JVMTX vs. SMVTX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.3B vs. SMVTX (1.52B). SMVTX pays higher dividends than JVMTX: SMVTX (1.09) vs JVMTX (0.71). JVMTX was incepted earlier than SMVTX: JVMTX (12 years) vs SMVTX (23 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 (47.00). 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 : -6.01 vs. SMVTX (-7.65). JVMTX return over 5 years is better than : 57.84 vs. SMVTX (27.38).
| 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 | 23 years | - |
| Gain YTD | 1.226 | -2.167 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 1.52B | 1,405% |
| Annual Yield % from dividends | 0.71 | 1.09 | 65% |
| Returns for 1 year | -6.01 | -7.65 | 79% |
| Returns for 3 years | 8.59 | 6.16 | 139% |
| Returns for 5 years | 57.84 | 27.38 | 211% |
| Returns for 10 years | 32.71 | -8.41 | -389% |