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JVMCX vs SMVFX
JVMCX vs SMVFX Comparison
Open Charts JVMCX vs SMVFX
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.85B
Virtus Ceredex Mid-Cap Value Equity C
Price$12.02
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.08B
JVMCX vs SMVFX Comparison Chart in %
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JVMCX vs. SMVFX commentary
Oct 19, 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 JVMCX is a Hold and SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. SMVFX (1.08B). SMVFX pays higher dividends than JVMCX: SMVFX (0.21) vs JVMCX (0.00). JVMCX was incepted earlier than SMVFX: JVMCX (14 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than JVMCX (1.86). SMVFX is a more actively managed with annual turnover of: 141.00 vs. JVMCX (49.00). JVMCX has a lower initial minimum investment than SMVFX: JVMCX (1000) vs SMVFX (2500). SMVFX annual gain was more profitable for investors over the last year : -2.22 vs. JVMCX (-6.45). JVMCX return over 5 years is better than : 40.87 vs. SMVFX (13.73).
| JVMCX | SMVFX | JVMCX / SMVFX | |
| Total Expense Ratio | 1.85 | 1.76 | 105% |
| Annual Report Gross Expense Ratio | 1.86 | 2.00 | 93% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 8.893 | 7.321 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.08B | 2,205% |
| Annual Yield % from dividends | 0.00 | 0.21 | - |
| Returns for 1 year | -6.45 | -2.22 | 291% |
| Returns for 3 years | 21.60 | 30.74 | 70% |
| Returns for 5 years | 40.87 | 13.73 | 298% |
| Returns for 10 years | 38.46 | -1.48 | -2,593% |
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