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JVMIX vs SMVFX
JVMIX vs SMVFX Comparison
Open Charts JVMIX vs SMVFX
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.81
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.1B
JVMIX vs SMVFX Comparison Chart in %
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JVMIX vs. SMVFX 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 JVMIX is a Buy and SMVFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. SMVFX (1.1B). JVMIX pays higher dividends than SMVFX: JVMIX (0.74) vs SMVFX (0.21). 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). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. SMVFX (0.82). JVMIX return over 5 years is better than : 54.86 vs. SMVFX (17.33).
| 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 | 11.985 | 5.536 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.1B | 2,211% |
| Annual Yield % from dividends | 0.74 | 0.21 | 353% |
| Returns for 1 year | 2.91 | 0.82 | 354% |
| Returns for 3 years | 24.95 | 20.49 | 122% |
| Returns for 5 years | 54.86 | 17.33 | 317% |
| Returns for 10 years | 58.60 | -0.17 | -33,526% |
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