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JVMIX vs SMVFX
JVMIX vs SMVFX Comparison
Open Charts JVMIX vs SMVFX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.34
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets1.59B
JVMIX vs SMVFX Comparison Chart in %
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JVMIX vs. SMVFX 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 JVMIX is a StrongBuy and SMVFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. SMVFX (1.59B). JVMIX pays higher dividends than SMVFX: JVMIX (0.78) vs SMVFX (0.22). JVMIX was incepted earlier than SMVFX: JVMIX (28 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than JVMIX (0.88). SMVFX is a more actively managed with annual turnover of: 141.00 vs. JVMIX (47.00). SMVFX has a lower initial minimum investment than JVMIX: SMVFX (2500) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 3.45 vs. SMVFX (-1.68). JVMIX return over 5 years is better than : 62.76 vs. SMVFX (19.86).
| JVMIX | SMVFX | JVMIX / SMVFX | |
| Total Expense Ratio | 0.87 | 1.76 | 49% |
| Annual Report Gross Expense Ratio | 0.88 | 2.00 | 44% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 8.423 | 1.250 | 674% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.59B | 1,421% |
| Annual Yield % from dividends | 0.78 | 0.22 | 346% |
| Returns for 1 year | 3.45 | -1.68 | -205% |
| Returns for 3 years | 23.84 | 18.73 | 127% |
| Returns for 5 years | 62.76 | 19.86 | 316% |
| Returns for 10 years | 48.34 | -10.90 | -444% |
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