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Compare trend and price JVMTX vs SMVTX
JVMTX vs SMVTX Comparison
Open Charts JVMTX vs SMVTX
JHancock Disciplined Value Mid Cap R4
Price$28.02
Change+$0.11 (+0.39%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity I
Price$12.12
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
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JVMTX vs SMVTX Comparison Chart
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JVMTX vs. SMVTX commentary
Apr 20, 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 Hold and SMVTX is a StrongSell.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.8B vs. SMVTX (2.05B). SMVTX pays higher dividends than JVMTX: SMVTX (1.06) vs JVMTX (0.73). JVMTX was incepted earlier than SMVTX: JVMTX (11 years) vs SMVTX (22 years). SMVTX is a more actively managed with annual turnover of: 140.00 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than SMVTX: JVMTX (0) vs SMVTX (100000). SMVTX (13.20) and JVMTX (12.67) have marching annual gain over last year. JVMTX return over 5 years is better than : 39.58 vs. SMVTX (5.22).
| JVMTX | SMVTX | JVMTX / SMVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 2.085 | 2.797 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 2.05B | 1,061% |
| Annual Yield % from dividends | 0.73 | 1.06 | 69% |
| Returns for 1 year | 12.67 | 13.20 | 96% |
| Returns for 3 years | 4.09 | -12.81 | -32% |
| Returns for 5 years | 39.58 | 5.22 | 759% |
| Returns for 10 years | 56.71 | -5.03 | -1,128% |