JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
SMVTX
Price
$12.22
Change
+$0.05 (+0.41%)
Updated
Jul 3 closing price
Net Assets
1.59B
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JVMIX vs SMVTX

Header iconJVMIX vs SMVTX Comparison
Open Charts JVMIX vs SMVTXBanner 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 I
Price$12.22
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets1.59B
JVMIX vs SMVTX Comparison Chart in %
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JVMIX vs. SMVTX 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 SMVTX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. SMVTX (1.59B). SMVTX pays higher dividends than JVMIX: SMVTX (0.95) vs JVMIX (0.78). JVMIX was incepted earlier than SMVTX: JVMIX (28 years) vs SMVTX (24 years). SMVTX (1.01) is less costly to investors than JVMIX (0.88). SMVTX is a more actively managed with annual turnover of: 141.00 vs. JVMIX (47.00). SMVTX has a lower initial minimum investment than JVMIX: SMVTX (100000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 3.45 vs. SMVTX (-0.35). JVMIX return over 5 years is better than : 62.76 vs. SMVTX (27.10).
JVMIXSMVTXJVMIX / SMVTX
Total Expense Ratio0.871.0186%
Annual Report Gross Expense Ratio0.881.0187%
Fund Existence28 years24 years-
Gain YTD8.4231.833459%
Front LoadN/AN/A-
Min. Initial Investment250000100000250%
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B1.59B1,421%
Annual Yield % from dividends0.780.9582%
Returns for 1 year3.45-0.35-989%
Returns for 3 years23.8422.11108%
Returns for 5 years62.7627.10232%
Returns for 10 years48.34-0.56-8,634%
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