JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
SMVZX
Price
$12.65
Change
+$0.09 (+0.72%)
Updated
Jul 25 closing price
Net Assets
1.61B
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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$27.75
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 %
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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.

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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).
JVMAXSMVZXJVMAX / SMVZX
Total Expense Ratio1.120.79142%
Annual Report Gross Expense Ratio1.130.88128%
Fund Existence28 years11 years-
Gain YTD9.1664.805191%
Front Load5%N/A-
Min. Initial Investment100025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B1.61B1,433%
Annual Yield % from dividends0.581.1749%
Returns for 1 year0.361.0235%
Returns for 3 years19.6823.6783%
Returns for 5 years54.6928.14194%
Returns for 10 years44.495.81766%
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