Interact to see
Advertisement
Advertisement
JVMIX vs SMVTX
JVMIX vs SMVTX Comparison
Open Charts JVMIX vs SMVTX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 8.423 | 1.833 | 459% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.59B | 1,421% |
| Annual Yield % from dividends | 0.78 | 0.95 | 82% |
| Returns for 1 year | 3.45 | -0.35 | -989% |
| Returns for 3 years | 23.84 | 22.11 | 108% |
| Returns for 5 years | 62.76 | 27.10 | 232% |
| Returns for 10 years | 48.34 | -0.56 | -8,634% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NVDG | 15.29 | 0.36 | +2.41% |
| Leverage Shares 2X Long Nvda Daily ETF | |||
| SHDG | 30.06 | 0.17 | +0.57% |
| Soundwatch Hedged Equity ETF | |||
| ACWX | 61.25 | 0.16 | +0.26% |
| iShares MSCI ACWI ex US ETF | |||
| NKX | 11.78 | 0.01 | +0.08% |
| Nuveen California AMT-Free Quality Municipal Income Fund | |||
| CIF | 1.75 | -0.01 | -0.57% |
| MFS Intermediate High Income Fund | |||