JVMIX
Price
$29.37
Change
-$0.23 (-0.78%)
Updated
Aug 15 closing price
Net Assets
23.59B
SMVTX
Price
$12.56
Change
-$0.08 (-0.63%)
Updated
Aug 15 closing price
Net Assets
1.1B
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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$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Virtus Ceredex Mid-Cap Value Equity I
Price$12.56
Change-$0.08 (-0.63%)
VolumeN/A
Net Assets1.1B
JVMIX vs SMVTX Comparison Chart in %
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JVMIX vs. SMVTX 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 SMVTX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. SMVTX (1.1B). SMVTX pays higher dividends than JVMIX: SMVTX (0.91) vs JVMIX (0.76). 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 (49.00). 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 : 0.76 vs. SMVTX (0.24). JVMIX return over 5 years is better than : 50.10 vs. SMVTX (22.57).
JVMIXSMVTXJVMIX / SMVTX
Total Expense Ratio0.871.0186%
Annual Report Gross Expense Ratio0.881.0187%
Fund Existence28 years24 years-
Gain YTD8.9804.667192%
Front LoadN/AN/A-
Min. Initial Investment250000100000250%
Min. Initial Investment IRAN/AN/A-
Net Assets23.6B1.1B2,151%
Annual Yield % from dividends0.760.9184%
Returns for 1 year0.760.24318%
Returns for 3 years11.9012.3197%
Returns for 5 years50.1022.57222%
Returns for 10 years45.292.591,750%
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