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JVMTX vs SMVZX
JVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZX
JHancock Disciplined Value Mid Cap R4
Price$29.03
Change+$0.31 (+1.08%)
VolumeN/A
Net Assets22.33B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.35
Change+$0.14 (+1.15%)
VolumeN/A
Net Assets1.56B
JVMTX vs SMVZX Comparison Chart in %
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JVMTX vs. SMVZX commentary
Jul 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 Buy and SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.3B vs. SMVZX (1.56B). SMVZX pays higher dividends than JVMTX: SMVZX (1.17) vs JVMTX (0.65). JVMTX was incepted earlier than SMVZX: JVMTX (12 years) vs SMVZX (11 years). JVMTX (1.11) is less costly to investors than SMVZX (0.88). SMVZX is a more actively managed with annual turnover of: 141.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than SMVZX: JVMTX (0) vs SMVZX (2500000). JVMTX annual gain was more profitable for investors over the last year : -2.60 vs. SMVZX (-5.33). JVMTX return over 5 years is better than : 54.54 vs. SMVZX (23.33).
| JVMTX | SMVZX | JVMTX / SMVZX | |
| Total Expense Ratio | 1.00 | 0.79 | 127% |
| Annual Report Gross Expense Ratio | 1.11 | 0.88 | 126% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 6.726 | 1.160 | 580% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 1.56B | 1,426% |
| Annual Yield % from dividends | 0.65 | 1.17 | 55% |
| Returns for 1 year | -2.60 | -5.33 | 49% |
| Returns for 3 years | 22.53 | 23.93 | 94% |
| Returns for 5 years | 54.54 | 23.33 | 234% |
| Returns for 10 years | 43.22 | 1.14 | 3,778% |
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