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JVMTX vs SMVZX
JVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZX
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.39
Change-$0.12 (-0.89%)
VolumeN/A
CapitalizationN/A
JVMTX vs SMVZX Comparison Chart
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JVMTX vs. SMVZX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. SMVZX (1.79B). SMVZX pays higher dividends than JVMTX: SMVZX (1.22) vs JVMTX (0.73). JVMTX was incepted earlier than SMVZX: JVMTX (11 years) vs SMVZX (10 years). SMVZX is a more actively managed with annual turnover of: 140.00 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than SMVZX: JVMTX (0) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 22.75 vs. JVMTX (21.44). JVMTX return over 5 years is better than : 44.38 vs. SMVZX (6.69).
| JVMTX | SMVZX | JVMTX / SMVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 14.484 | 12.953 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.79B | 1,329% |
| Annual Yield % from dividends | 0.73 | 1.22 | 60% |
| Returns for 1 year | 21.44 | 22.75 | 94% |
| Returns for 3 years | 7.23 | -12.83 | -56% |
| Returns for 5 years | 44.38 | 6.69 | 663% |
| Returns for 10 years | 60.91 | -0.88 | -6,926% |
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