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JVMTX vs SMVZX
JVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZX
JHancock Disciplined Value Mid Cap R4
Price$27.79
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.06
Change+$0.10 (+0.84%)
VolumeN/A
Net Assets1.52B
JVMTX vs SMVZX Comparison Chart
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JVMTX vs. SMVZX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. SMVZX (1.52B). 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 (47.00). 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 : -3.25 vs. SMVZX (-3.91). JVMTX return over 5 years is better than : 38.98 vs. SMVZX (16.07).
| 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 | 2.267 | -0.911 | -249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.52B | 1,411% |
| Annual Yield % from dividends | 0.67 | 1.27 | 53% |
| Returns for 1 year | -3.25 | -3.91 | 83% |
| Returns for 3 years | 4.26 | 3.19 | 134% |
| Returns for 5 years | 38.98 | 16.07 | 243% |
| Returns for 10 years | 36.45 | -3.15 | -1,158% |
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