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JVMCX vs SMVTX
JVMCX vs SMVTX Comparison
Open Charts JVMCX vs SMVTX
JHancock Disciplined Value Mid Cap C
Price$28.21
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets24.32B
Virtus Ceredex Mid-Cap Value Equity I
Price$12.76
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets1.1B
JVMCX vs SMVTX Comparison Chart in %
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JVMCX vs. SMVTX commentary
Sep 09, 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 Buy and SMVTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. SMVTX (1.1B). SMVTX pays higher dividends than JVMCX: SMVTX (0.89) vs JVMCX (0.00). JVMCX was incepted earlier than SMVTX: JVMCX (14 years) vs SMVTX (24 years). JVMCX (1.86) is less costly to investors than SMVTX (1.01). SMVTX is a more actively managed with annual turnover of: 141.00 vs. JVMCX (49.00). JVMCX has a lower initial minimum investment than SMVTX: JVMCX (1000) vs SMVTX (100000). SMVTX annual gain was more profitable for investors over the last year : 2.24 vs. JVMCX (1.22). JVMCX return over 5 years is better than : 48.03 vs. SMVTX (24.40).
| JVMCX | SMVTX | JVMCX / SMVTX | |
| Total Expense Ratio | 1.85 | 1.01 | 183% |
| Annual Report Gross Expense Ratio | 1.86 | 1.01 | 184% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 11.265 | 6.333 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.1B | 2,209% |
| Annual Yield % from dividends | 0.00 | 0.89 | - |
| Returns for 1 year | 1.22 | 2.24 | 55% |
| Returns for 3 years | 21.25 | 24.01 | 88% |
| Returns for 5 years | 48.03 | 24.40 | 197% |
| Returns for 10 years | 45.05 | 11.44 | 394% |
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