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Analysis and predictions JVMSX vs SMVTX
JVMSX vs SMVTX Comparison
Open Charts JVMSX vs SMVTX
JHancock Disciplined Value Mid Cap R2
Price$27.80
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity I
Price$12.13
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVMSX vs SMVTX Comparison Chart
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JVMSX vs. SMVTX commentary
Apr 19, 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 JVMSX is a Hold and SMVTX is a StrongSell.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.8B vs. SMVTX (2.06B). SMVTX pays higher dividends than JVMSX: SMVTX (1.06) vs JVMSX (0.52). JVMSX was incepted earlier than SMVTX: JVMSX (12 years) vs SMVTX (22 years). SMVTX is a more actively managed with annual turnover of: 140.00 vs. JVMSX (41.00). JVMSX has a lower initial minimum investment than SMVTX: JVMSX (0) vs SMVTX (100000). SMVTX annual gain was more profitable for investors over the last year : 13.20 vs. JVMSX (12.38). JVMSX return over 5 years is better than : 38.06 vs. SMVTX (5.22).
| JVMSX | SMVTX | JVMSX / SMVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 2.018 | 2.797 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 2.06B | 1,059% |
| Annual Yield % from dividends | 0.52 | 1.06 | 49% |
| Returns for 1 year | 12.38 | 13.20 | 94% |
| Returns for 3 years | 3.28 | -12.81 | -26% |
| Returns for 5 years | 38.06 | 5.22 | 730% |
| Returns for 10 years | 53.79 | -5.03 | -1,069% |