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JVMTX vs SMVTX
JVMTX vs SMVTX Comparison
Open Charts JVMTX vs SMVTX
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity I
Price$11.84
Change-$1.37 (-10.37%)
VolumeN/A
CapitalizationN/A
JVMTX vs SMVTX Comparison Chart
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JVMTX vs. SMVTX commentary
Dec 19, 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 Hold and SMVTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. SMVTX (1.74B). SMVTX pays higher dividends than JVMTX: SMVTX (1.06) vs JVMTX (0.73). JVMTX was incepted earlier than SMVTX: JVMTX (11 years) vs SMVTX (23 years). SMVTX is a more actively managed with annual turnover of: 140.00 vs. JVMTX (41.00). 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 : 13.52 vs. JVMTX (9.87). JVMTX return over 5 years is better than : 36.13 vs. SMVTX (7.02).
| JVMTX | SMVTX | JVMTX / SMVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 9.510 | 13.073 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.74B | 1,349% |
| Annual Yield % from dividends | 0.73 | 1.06 | 69% |
| Returns for 1 year | 9.87 | 13.52 | 73% |
| Returns for 3 years | 13.80 | -10.97 | -126% |
| Returns for 5 years | 36.13 | 7.02 | 514% |
| Returns for 10 years | 54.52 | 5.39 | 1,012% |