JVMAX
Price
$27.53
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.61B
SMVZX
Price
$12.31
Change
+$0.06 (+0.49%)
Updated
Jul 3 closing price
Net Assets
1.59B
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JVMAX vs SMVZX

Header iconJVMAX vs SMVZX Comparison
Open Charts JVMAX vs SMVZXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.31
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.59B
JVMAX vs SMVZX Comparison Chart in %
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JVMAX vs. SMVZX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. SMVZX (1.59B). 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 (47.00). JVMAX has a lower initial minimum investment than SMVZX: JVMAX (1000) vs SMVZX (2500000). JVMAX annual gain was more profitable for investors over the last year : 2.59 vs. SMVZX (-0.04). JVMAX return over 5 years is better than : 59.32 vs. SMVZX (28.79).
JVMAXSMVZXJVMAX / SMVZX
Total Expense Ratio1.120.79142%
Annual Report Gross Expense Ratio1.130.88128%
Fund Existence28 years11 years-
Gain YTD8.3011.988417%
Front Load5%N/A-
Min. Initial Investment100025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B1.59B1,421%
Annual Yield % from dividends0.581.1749%
Returns for 1 year2.59-0.04-6,993%
Returns for 3 years22.0023.1395%
Returns for 5 years59.3228.79206%
Returns for 10 years42.632.052,082%
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