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JVMTX vs SMVTX
JVMTX vs SMVTX Comparison
Open Charts JVMTX vs SMVTX
JHancock Disciplined Value Mid Cap R4
Price$29.68
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets23.95B
Virtus Ceredex Mid-Cap Value Equity I
Price$13.15
Change+$0.10 (+0.77%)
VolumeN/A
Net Assets1.09B
JVMTX vs SMVTX Comparison Chart in %
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JVMTX vs. SMVTX commentary
Oct 16, 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: 23.9B vs. SMVTX (1.09B). SMVTX pays higher dividends than JVMTX: SMVTX (0.88) 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). SMVTX annual gain was more profitable for investors over the last year : 0.65 vs. JVMTX (-5.20). JVMTX return over 5 years is better than : 45.66 vs. SMVTX (21.22).
| 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 | 8.881 | 8.750 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.09B | 2,197% |
| Annual Yield % from dividends | 0.62 | 0.88 | 70% |
| Returns for 1 year | -5.20 | 0.65 | -802% |
| Returns for 3 years | 28.79 | 41.24 | 70% |
| Returns for 5 years | 45.66 | 21.22 | 215% |
| Returns for 10 years | 48.90 | 10.71 | 457% |
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