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JVMTX vs SMVZX
JVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZX
JHancock Disciplined Value Mid Cap R4
Price$27.93
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets23.13B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.61
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets1.73B
JVMTX vs SMVZX Comparison Chart
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JVMTX vs. SMVZX commentary
Jan 19, 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 SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. SMVZX (1.73B). SMVZX pays higher dividends than JVMTX: SMVZX (1.22) vs JVMTX (0.73). JVMTX was incepted earlier than SMVZX: JVMTX (12 years) vs SMVZX (10 years). SMVZX is a more actively managed with annual turnover of: 140.00 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than SMVZX: JVMTX (0) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 10.33 vs. JVMTX (5.52). JVMTX return over 5 years is better than : 25.83 vs. SMVZX (1.36).
| JVMTX | SMVZX | JVMTX / SMVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 3.790 | 4.474 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.73B | 1,335% |
| Annual Yield % from dividends | 0.73 | 1.22 | 60% |
| Returns for 1 year | 5.52 | 10.33 | 53% |
| Returns for 3 years | 1.10 | -1.52 | -72% |
| Returns for 5 years | 25.83 | 1.36 | 1,899% |
| Returns for 10 years | 46.91 | 7.39 | 634% |
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