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JVMTX vs SMVZX
JVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZX
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Virtus Ceredex Mid-Cap Value Equity R6
Price$11.62
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets1.49B
JVMTX vs SMVZX Comparison Chart
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JVMTX vs. SMVZX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. SMVZX (1.49B). SMVZX pays higher dividends than JVMTX: SMVZX (1.33) vs JVMTX (0.71). JVMTX was incepted earlier than SMVZX: JVMTX (12 years) vs SMVZX (11 years). JVMTX (1.11) is less costly to investors than SMVZX (0.87). SMVZX is a more actively managed with annual turnover of: 141.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than SMVZX: JVMTX (0) vs SMVZX (2500000). JVMTX (-8.15) and SMVZX (-8.16) have marching annual gain over last year. JVMTX return over 5 years is better than : 52.25 vs. SMVZX (27.24).
| JVMTX | SMVZX | JVMTX / SMVZX | |
| Total Expense Ratio | 1.00 | 0.79 | 127% |
| Annual Report Gross Expense Ratio | 1.11 | 0.87 | 128% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | -2.304 | -4.391 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 1.49B | 1,383% |
| Annual Yield % from dividends | 0.71 | 1.33 | 53% |
| Returns for 1 year | -8.15 | -8.16 | 100% |
| Returns for 3 years | 5.30 | 6.18 | 86% |
| Returns for 5 years | 52.25 | 27.24 | 192% |
| Returns for 10 years | 29.98 | -7.02 | -427% |
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