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JVMTX vs SMVZX
JVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZX
JHancock Disciplined Value Mid Cap R4
Price$24.31
Change-$0.83 (-3.30%)
VolumeN/A
Net Assets19.9B
Virtus Ceredex Mid-Cap Value Equity R6
Price$10.49
Change-$0.43 (-3.94%)
VolumeN/A
Net Assets1.43B
JVMTX vs SMVZX Comparison Chart
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JVMTX vs. SMVZX commentary
Apr 11, 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 StrongBuy and SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.9B vs. SMVZX (1.43B). SMVZX pays higher dividends than JVMTX: SMVZX (1.31) vs JVMTX (0.69). 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: 140.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than SMVZX: JVMTX (0) vs SMVZX (2500000). SMVZX (-12.55) and JVMTX (-12.59) have marching annual gain over last year. JVMTX return over 5 years is better than : 49.15 vs. SMVZX (21.94).
| 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 | -6.577 | -9.528 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 1.43B | 1,392% |
| Annual Yield % from dividends | 0.69 | 1.31 | 53% |
| Returns for 1 year | -12.59 | -12.55 | 100% |
| Returns for 3 years | -5.39 | -8.23 | 66% |
| Returns for 5 years | 49.15 | 21.94 | 224% |
| Returns for 10 years | 24.53 | -12.64 | -194% |