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JVMCX vs SMVZX
JVMCX vs SMVZX Comparison
Open Charts JVMCX vs SMVZX
JHancock Disciplined Value Mid Cap C
Price$28.05
Change-$0.16 (-0.57%)
VolumeN/A
Net Assets24.32B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.74
Change-$0.11 (-0.86%)
VolumeN/A
Net Assets1.1B
JVMCX vs SMVZX Comparison Chart in %
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JVMCX vs. SMVZX commentary
Sep 10, 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 SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. SMVZX (1.1B). SMVZX pays higher dividends than JVMCX: SMVZX (1.10) vs JVMCX (0.00). JVMCX was incepted earlier than SMVZX: JVMCX (14 years) vs SMVZX (11 years). JVMCX (1.86) is less costly to investors than SMVZX (0.88). SMVZX is a more actively managed with annual turnover of: 141.00 vs. JVMCX (49.00). JVMCX has a lower initial minimum investment than SMVZX: JVMCX (1000) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 4.26 vs. JVMCX (2.84). JVMCX return over 5 years is better than : 49.68 vs. SMVZX (26.64).
| JVMCX | SMVZX | JVMCX / SMVZX | |
| Total Expense Ratio | 1.85 | 0.79 | 234% |
| Annual Report Gross Expense Ratio | 1.86 | 0.88 | 211% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 11.502 | 6.462 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.1B | 2,211% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 2.84 | 4.26 | 67% |
| Returns for 3 years | 16.20 | 19.86 | 82% |
| Returns for 5 years | 49.68 | 26.64 | 187% |
| Returns for 10 years | 45.81 | 15.68 | 292% |
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