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JVMIX vs SMVFX
JVMIX vs SMVFX Comparison
Open Charts JVMIX vs SMVFX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.64
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets1.1B
JVMIX vs SMVFX Comparison Chart in %
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JVMIX vs. SMVFX commentary
Aug 18, 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 Buy and SMVFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. SMVFX (1.1B). JVMIX pays higher dividends than SMVFX: JVMIX (0.76) 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 (49.00). 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 : 0.76 vs. SMVFX (-1.22). JVMIX return over 5 years is better than : 50.10 vs. SMVFX (15.66).
| 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 | 8.980 | 3.929 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.1B | 2,151% |
| Annual Yield % from dividends | 0.76 | 0.22 | 354% |
| Returns for 1 year | 0.76 | -1.22 | -62% |
| Returns for 3 years | 11.90 | 9.15 | 130% |
| Returns for 5 years | 50.10 | 15.66 | 320% |
| Returns for 10 years | 45.29 | -8.12 | -558% |
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