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JVMIX vs SMVTX
JVMIX vs SMVTX Comparison
Open Charts JVMIX vs SMVTX
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
Virtus Ceredex Mid-Cap Value Equity I
Price$12.76
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets1.1B
JVMIX vs SMVTX Comparison Chart in %
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JVMIX vs. SMVTX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. SMVTX (1.1B). SMVTX pays higher dividends than JVMIX: SMVTX (0.89) vs JVMIX (0.74). 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). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. SMVTX (2.24). JVMIX return over 5 years is better than : 54.86 vs. SMVTX (24.40).
| 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 | 11.985 | 6.333 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.1B | 2,209% |
| Annual Yield % from dividends | 0.74 | 0.89 | 83% |
| Returns for 1 year | 2.91 | 2.24 | 130% |
| Returns for 3 years | 24.95 | 24.01 | 104% |
| Returns for 5 years | 54.86 | 24.40 | 225% |
| Returns for 10 years | 58.60 | 11.44 | 512% |
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