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JVMIX vs SMVTX
JVMIX vs SMVTX Comparison
Open Charts JVMIX vs SMVTX
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Virtus Ceredex Mid-Cap Value Equity I
Price$13.33
Change-$0.31 (-2.27%)
VolumeN/A
Net Assets1.11B
JVMIX vs SMVTX Comparison Chart in %
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JVMIX vs. SMVTX commentary
Nov 14, 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 Hold and SMVTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. SMVTX (1.11B). SMVTX pays higher dividends than JVMIX: SMVTX (0.86) vs JVMIX (0.75). JVMIX was incepted earlier than SMVTX: JVMIX (28 years) vs SMVTX (24 years). SMVTX (1.01) is less costly to investors than JVMIX (0.86). 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). SMVTX annual gain was more profitable for investors over the last year : 1.85 vs. JVMIX (-6.53). JVMIX return over 5 years is better than : 36.37 vs. SMVTX (20.07).
| JVMIX | SMVTX | JVMIX / SMVTX | |
| Total Expense Ratio | 0.85 | 1.01 | 84% |
| Annual Report Gross Expense Ratio | 0.86 | 1.01 | 85% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 9.796 | 13.667 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.11B | 2,180% |
| Annual Yield % from dividends | 0.75 | 0.86 | 88% |
| Returns for 1 year | -6.53 | 1.85 | -353% |
| Returns for 3 years | 15.24 | 28.80 | 53% |
| Returns for 5 years | 36.37 | 20.07 | 181% |
| Returns for 10 years | 50.51 | 16.44 | 307% |
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