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JVMIX vs SMVTX
JVMIX vs SMVTX Comparison
Open Charts JVMIX vs SMVTX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Virtus Ceredex Mid-Cap Value Equity I
Price$12.57
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets1.61B
JVMIX vs SMVTX Comparison Chart in %
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JVMIX vs. SMVTX commentary
Jul 28, 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.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. SMVTX (1.61B). 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 (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 : 1.20 vs. SMVTX (0.80). JVMIX return over 5 years is better than : 58.07 vs. SMVTX (26.70).
| JVMIX | SMVTX | JVMIX / SMVTX | |
| Total Expense Ratio | 0.87 | 1.01 | 86% |
| Annual Report Gross Expense Ratio | 0.88 | 1.01 | 87% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 9.314 | 4.750 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.61B | 1,433% |
| Annual Yield % from dividends | 0.78 | 0.95 | 82% |
| Returns for 1 year | 1.20 | 0.80 | 151% |
| Returns for 3 years | 21.47 | 22.86 | 94% |
| Returns for 5 years | 58.07 | 26.70 | 217% |
| Returns for 10 years | 50.28 | 3.21 | 1,568% |
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