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JVMTX vs SMVZX
JVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZX
JHancock Disciplined Value Mid Cap R4
Price$30.28
Change+$0.20 (+0.66%)
VolumeN/A
Net Assets24.35B
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.06
Change+$0.19 (+1.48%)
VolumeN/A
Net Assets1.1B
JVMTX vs SMVZX Comparison Chart in %
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JVMTX vs. SMVZX commentary
Sep 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: 24.3B vs. SMVZX (1.1B). SMVZX pays higher dividends than JVMTX: SMVZX (1.10) vs JVMTX (0.62). 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). JVMTX annual gain was more profitable for investors over the last year : 0.69 vs. SMVZX (0.56). JVMTX return over 5 years is better than : 55.38 vs. SMVZX (25.89).
| 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 | 11.780 | 6.628 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.1B | 2,209% |
| Annual Yield % from dividends | 0.62 | 1.10 | 56% |
| Returns for 1 year | 0.69 | 0.56 | 124% |
| Returns for 3 years | 23.95 | 24.76 | 97% |
| Returns for 5 years | 55.38 | 25.89 | 214% |
| Returns for 10 years | 57.26 | 15.40 | 372% |
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