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JVMIX vs SMVFX
JVMIX vs SMVFX Comparison
Open Charts JVMIX vs SMVFX
JHancock Disciplined Value Mid Cap I
Price$29.98
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
Virtus Ceredex Mid-Cap Value Equity C
Price$12.62
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets1.11B
JVMIX vs SMVFX Comparison Chart in %
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JVMIX vs. SMVFX commentary
Nov 14, 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 JVMIX is a Hold and SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. SMVFX (1.11B). JVMIX pays higher dividends than SMVFX: JVMIX (0.75) vs SMVFX (0.20). JVMIX was incepted earlier than SMVFX: JVMIX (28 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than JVMIX (0.86). SMVFX is a more actively managed with annual turnover of: 141.00 vs. JVMIX (49.00). SMVFX has a lower initial minimum investment than JVMIX: SMVFX (2500) vs JVMIX (250000). SMVFX annual gain was more profitable for investors over the last year : 0.46 vs. JVMIX (-5.45). JVMIX return over 5 years is better than : 38.17 vs. SMVFX (13.27).
| JVMIX | SMVFX | JVMIX / SMVFX | |
| Total Expense Ratio | 0.85 | 1.76 | 48% |
| Annual Report Gross Expense Ratio | 0.86 | 2.00 | 43% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 11.243 | 12.679 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.11B | 2,186% |
| Annual Yield % from dividends | 0.75 | 0.20 | 372% |
| Returns for 1 year | -5.45 | 0.46 | -1,176% |
| Returns for 3 years | 15.30 | 25.22 | 61% |
| Returns for 5 years | 38.17 | 13.27 | 288% |
| Returns for 10 years | 54.29 | 4.35 | 1,248% |
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