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JVMTX vs SMVZX
JVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZX
JHancock Disciplined Value Mid Cap R4
Price$28.98
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.44B
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.21
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets1.07B
JVMTX vs SMVZX Comparison Chart in %
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JVMTX vs. SMVZX commentary
Nov 20, 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: 23.4B vs. SMVZX (1.07B). SMVZX pays higher dividends than JVMTX: SMVZX (1.06) vs JVMTX (0.63). JVMTX was incepted earlier than SMVZX: JVMTX (12 years) vs SMVZX (11 years). JVMTX (1.10) 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). SMVZX annual gain was more profitable for investors over the last year : -0.55 vs. JVMTX (-7.14). JVMTX return over 5 years is better than : 30.97 vs. SMVZX (16.52).
| JVMTX | SMVZX | JVMTX / SMVZX | |
| Total Expense Ratio | 0.99 | 0.79 | 125% |
| Annual Report Gross Expense Ratio | 1.10 | 0.88 | 125% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 7.507 | 9.611 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.07B | 2,195% |
| Annual Yield % from dividends | 0.63 | 1.06 | 59% |
| Returns for 1 year | -7.14 | -0.55 | 1,304% |
| Returns for 3 years | 12.20 | 25.55 | 48% |
| Returns for 5 years | 30.97 | 16.52 | 187% |
| Returns for 10 years | 43.58 | 11.91 | 366% |
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