JVMTX
Price
$28.38
Change
+$0.10 (+0.35%)
Updated
Jun 27 closing price
Net Assets
21.93B
SMVZX
Price
$11.97
Change
+$0.14 (+1.18%)
Updated
Jun 26 closing price
Net Assets
1.54B
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JVMTX vs SMVZX

Header iconJVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$28.38
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets21.93B
Virtus Ceredex Mid-Cap Value Equity R6
Price$11.97
Change+$0.14 (+1.18%)
VolumeN/A
Net Assets1.54B
JVMTX vs SMVZX Comparison Chart in %
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JVMTX vs. SMVZX commentary
Jun 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.9B vs. SMVZX (1.54B). SMVZX pays higher dividends than JVMTX: SMVZX (1.27) vs JVMTX (0.67). 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 : -0.69 vs. SMVZX (-3.39). JVMTX return over 5 years is better than : 61.02 vs. SMVZX (27.97).
JVMTXSMVZXJVMTX / SMVZX
Total Expense Ratio1.000.79127%
Annual Report Gross Expense Ratio1.110.88126%
Fund Existence12 years11 years-
Gain YTD4.088-1.988-206%
Front LoadN/AN/A-
Min. Initial Investment02500000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.9B1.54B1,426%
Annual Yield % from dividends0.671.2753%
Returns for 1 year-0.69-3.3920%
Returns for 3 years16.8017.5496%
Returns for 5 years61.0227.97218%
Returns for 10 years41.72-2.44-1,712%
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