JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
SMVFX
Price
$11.34
Change
+$0.06 (+0.53%)
Updated
Jul 3 closing price
Net Assets
1.59B
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JVMIX vs SMVFX

Header iconJVMIX vs SMVFX Comparison
Open Charts JVMIX vs SMVFXBanner chart's image
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.

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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).
JVMIXSMVFXJVMIX / SMVFX
Total Expense Ratio0.871.7649%
Annual Report Gross Expense Ratio0.882.0044%
Fund Existence28 years24 years-
Gain YTD8.4231.250674%
Front LoadN/AN/A-
Min. Initial Investment250000250010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B1.59B1,421%
Annual Yield % from dividends0.780.22346%
Returns for 1 year3.45-1.68-205%
Returns for 3 years23.8418.73127%
Returns for 5 years62.7619.86316%
Returns for 10 years48.34-10.90-444%
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