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Compare trend and price JVMTX vs SMVTX
JVMTX vs SMVTX Comparison
Open Charts JVMTX vs SMVTX
JHancock Disciplined Value Mid Cap R4
Price$28.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity I
Price$12.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVMTX vs SMVTX Comparison Chart
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JVMTX vs. SMVTX commentary
May 03, 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 Sell.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.1B vs. SMVTX (2.06B). SMVTX pays higher dividends than JVMTX: SMVTX (1.06) vs JVMTX (0.73). JVMTX was incepted earlier than SMVTX: JVMTX (11 years) vs SMVTX (22 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 : 18.76 vs. JVMTX (17.09). JVMTX return over 5 years is better than : 39.39 vs. SMVTX (5.80).
| JVMTX | SMVTX | JVMTX / SMVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 3.584 | 4.661 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.1B | 2.06B | 1,073% |
| Annual Yield % from dividends | 0.73 | 1.06 | 69% |
| Returns for 1 year | 17.09 | 18.76 | 91% |
| Returns for 3 years | 3.13 | -12.45 | -25% |
| Returns for 5 years | 39.39 | 5.80 | 679% |
| Returns for 10 years | 59.61 | -4.67 | -1,277% |
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