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JVMAX vs SMVZX
JVMAX vs SMVZX Comparison
Open Charts JVMAX vs SMVZX
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.
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).
| 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 | 8.301 | 1.988 | 417% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.59B | 1,421% |
| Annual Yield % from dividends | 0.58 | 1.17 | 49% |
| Returns for 1 year | 2.59 | -0.04 | -6,993% |
| Returns for 3 years | 22.00 | 23.13 | 95% |
| Returns for 5 years | 59.32 | 28.79 | 206% |
| Returns for 10 years | 42.63 | 2.05 | 2,082% |
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