Interact to see
Advertisement
Advertisement
JVMTX vs SMVTX
JVMTX vs SMVTX Comparison
Open Charts JVMTX vs SMVTX
JHancock Disciplined Value Mid Cap R4
Price$30.27
Change-$0.26 (-0.85%)
VolumeN/A
Net Assets24.23B
Virtus Ceredex Mid-Cap Value Equity I
Price$12.80
Change-$0.11 (-0.85%)
VolumeN/A
Net Assets1.1B
JVMTX vs SMVTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. SMVTX commentary
Sep 15, 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: 24.2B vs. SMVTX (1.1B). SMVTX pays higher dividends than JVMTX: SMVTX (0.89) vs JVMTX (0.62). 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). JVMTX annual gain was more profitable for investors over the last year : 3.35 vs. SMVTX (2.40). JVMTX return over 5 years is better than : 57.48 vs. SMVTX (26.21).
| 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 | 12.486 | 6.667 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.1B | 2,198% |
| Annual Yield % from dividends | 0.62 | 0.89 | 69% |
| Returns for 1 year | 3.35 | 2.40 | 140% |
| Returns for 3 years | 23.09 | 21.98 | 105% |
| Returns for 5 years | 57.48 | 26.21 | 219% |
| Returns for 10 years | 57.38 | 12.33 | 466% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VTN | 10.73 | 0.14 | +1.32% |
| Invesco Trust for Investment Grade New York Municipals | |||
| MODL | 45.66 | 0.01 | +0.02% |
| VictoryShares WestEnd U.S. Sector ETF | |||
| RMCA | 24.19 | N/A | N/A |
| Rockefeller California Municipal Bd ETF | |||
| BBSB | 99.29 | -0.04 | -0.04% |
| JPMorgan BetaBuilders U.S. TrsBd1-3YrETF | |||
| SPAB | 25.93 | -0.04 | -0.15% |
| SPDR® Portfolio Aggregate Bond ETF | |||