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JVMAX vs SMVZX
JVMAX vs SMVZX Comparison
Open Charts JVMAX vs SMVZX
JHancock Disciplined Value Mid Cap A
Price$28.84
Change-$0.19 (-0.65%)
VolumeN/A
Net Assets24.75B
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.92
Change-$0.25 (-1.76%)
VolumeN/A
Net Assets1.1B
JVMAX vs SMVZX Comparison Chart in %
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JVMAX vs. SMVZX commentary
Dec 13, 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 Buy and SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.7B vs. SMVZX (1.1B). SMVZX pays higher dividends than JVMAX: SMVZX (1.03) vs JVMAX (0.55). JVMAX was incepted earlier than SMVZX: JVMAX (29 years) vs SMVZX (11 years). JVMAX (1.11) 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 : 5.58 vs. JVMAX (-2.64). JVMAX return over 5 years is better than : 33.19 vs. SMVZX (22.65).
| JVMAX | SMVZX | JVMAX / SMVZX | |
| Total Expense Ratio | 1.10 | 0.79 | 139% |
| Annual Report Gross Expense Ratio | 1.11 | 0.88 | 126% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 14.201 | 17.399 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.1B | 2,245% |
| Annual Yield % from dividends | 0.55 | 1.03 | 53% |
| Returns for 1 year | -2.64 | 5.58 | -47% |
| Returns for 3 years | 17.88 | 31.81 | 56% |
| Returns for 5 years | 33.19 | 22.65 | 147% |
| Returns for 10 years | 54.58 | 26.14 | 209% |
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