Interact to see
Advertisement
Advertisement
JVMAX vs SMVZX
JVMAX vs SMVZX Comparison
Open Charts JVMAX vs SMVZX
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.65
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets1.61B
JVMAX vs SMVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. SMVZX commentary
Jul 27, 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 StrongBuy and SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. SMVZX (1.61B). SMVZX pays higher dividends than JVMAX: SMVZX (1.17) vs JVMAX (0.58). JVMAX was incepted earlier than SMVZX: JVMAX (28 years) vs SMVZX (11 years). JVMAX (1.13) is less costly to investors than SMVZX (0.88). SMVZX is a more actively managed with annual turnover of: 141.00 vs. JVMAX (49.00). JVMAX has a lower initial minimum investment than SMVZX: JVMAX (1000) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 1.02 vs. JVMAX (0.36). JVMAX return over 5 years is better than : 54.69 vs. SMVZX (28.14).
| JVMAX | SMVZX | JVMAX / SMVZX | |
| Total Expense Ratio | 1.12 | 0.79 | 142% |
| Annual Report Gross Expense Ratio | 1.13 | 0.88 | 128% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 9.166 | 4.805 | 191% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.61B | 1,433% |
| Annual Yield % from dividends | 0.58 | 1.17 | 49% |
| Returns for 1 year | 0.36 | 1.02 | 35% |
| Returns for 3 years | 19.68 | 23.67 | 83% |
| Returns for 5 years | 54.69 | 28.14 | 194% |
| Returns for 10 years | 44.49 | 5.81 | 766% |
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 % |
| AIRR | 88.54 | 2.73 | +3.18% |
| First Trust RBA Amer Indl RenaisTM ETF | |||
| APLY | 13.30 | 0.10 | +0.76% |
| YieldMax AAPL Option Income Strategy ETF | |||
| ZFEB | 24.59 | 0.02 | +0.10% |
| Innovator Equity Defined Prt ETF -1YrFeb | |||
| GXUS | 50.69 | N/A | N/A |
| Goldman Sachs MarketBeta(R) Ttl IntEqETF | |||
| PXJ | 25.72 | -0.25 | -0.96% |
| Invesco Oil & Gas Services ETF | |||