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JVMRX vs SMVFX
JVMRX vs SMVFX Comparison
Open Charts JVMRX vs SMVFX
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
Virtus Ceredex Mid-Cap Value Equity C
Price$11.64
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets1.1B
JVMRX vs SMVFX Comparison Chart in %
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JVMRX vs. SMVFX 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 JVMRX is a Buy and SMVFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. SMVFX (1.1B). JVMRX pays higher dividends than SMVFX: JVMRX (0.86) vs SMVFX (0.22). JVMRX was incepted earlier than SMVFX: JVMRX (14 years) vs SMVFX (24 years). SMVFX (2.00) is less costly to investors than JVMRX (0.76). SMVFX is a more actively managed with annual turnover of: 141.00 vs. JVMRX (49.00). SMVFX has a lower initial minimum investment than JVMRX: SMVFX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 0.87 vs. SMVFX (-1.22). JVMRX return over 5 years is better than : 50.62 vs. SMVFX (15.66).
| JVMRX | SMVFX | JVMRX / SMVFX | |
| Total Expense Ratio | 0.75 | 1.76 | 43% |
| Annual Report Gross Expense Ratio | 0.76 | 2.00 | 38% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 9.057 | 3.929 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.1B | 2,151% |
| Annual Yield % from dividends | 0.86 | 0.22 | 400% |
| Returns for 1 year | 0.87 | -1.22 | -71% |
| Returns for 3 years | 12.17 | 9.15 | 133% |
| Returns for 5 years | 50.62 | 15.66 | 323% |
| Returns for 10 years | 46.16 | -8.12 | -569% |
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