Interact to see
Advertisement
Advertisement
JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFX
JHancock Disciplined Value Mid Cap A
Price$27.84
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets23.85B
Virtus Ceredex Mid-Cap Value Equity C
Price$12.02
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.08B
JVMAX vs SMVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. SMVFX commentary
Oct 19, 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 JVMAX is a Hold and SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. SMVFX (1.08B). JVMAX pays higher dividends than SMVFX: JVMAX (0.55) vs SMVFX (0.21). JVMAX was incepted earlier than SMVFX: JVMAX (28 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than JVMAX (1.11). SMVFX is a more actively managed with annual turnover of: 141.00 vs. JVMAX (49.00). JVMAX has a lower initial minimum investment than SMVFX: JVMAX (1000) vs SMVFX (2500). SMVFX annual gain was more profitable for investors over the last year : -2.22 vs. JVMAX (-5.69). JVMAX return over 5 years is better than : 44.35 vs. SMVFX (13.73).
| JVMAX | SMVFX | JVMAX / SMVFX | |
| Total Expense Ratio | 1.10 | 1.76 | 63% |
| Annual Report Gross Expense Ratio | 1.11 | 2.00 | 56% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 9.520 | 7.321 | 130% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.08B | 2,205% |
| Annual Yield % from dividends | 0.55 | 0.21 | 264% |
| Returns for 1 year | -5.69 | -2.22 | 257% |
| Returns for 3 years | 23.48 | 30.74 | 76% |
| Returns for 5 years | 44.35 | 13.73 | 323% |
| Returns for 10 years | 45.62 | -1.48 | -3,075% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GLCR | 26.66 | N/A | N/A |
| GlacierShares Nasdaq Iceland ETF | |||
| TPHE | 26.16 | N/A | N/A |
| Timothy Plan High Dividend Stock Enhanced ETF | |||
| HQL | 16.50 | -0.08 | -0.48% |
| abrdn Life Sciences Investors | |||
| GUNR | 43.55 | -0.35 | -0.80% |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | |||
| KOLD | 38.46 | -2.13 | -5.25% |
| ProShares UltraShort Bloomberg Natrl Gas | |||