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JVMRX vs SMVTX
JVMRX vs SMVTX Comparison
Open Charts JVMRX vs SMVTX
JHancock Disciplined Value Mid Cap R6
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
JVMRX vs SMVTX Comparison Chart in %
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JVMRX 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 JVMRX is a StrongBuy and SMVTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. SMVTX (1.61B). SMVTX pays higher dividends than JVMRX: SMVTX (0.95) vs JVMRX (0.88). JVMRX was incepted earlier than SMVTX: JVMRX (14 years) vs SMVTX (24 years). SMVTX (1.01) is less costly to investors than JVMRX (0.76). SMVTX is a more actively managed with annual turnover of: 141.00 vs. JVMRX (49.00). SMVTX has a lower initial minimum investment than JVMRX: SMVTX (100000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. SMVTX (0.80). JVMRX return over 5 years is better than : 58.56 vs. SMVTX (26.70).
| JVMRX | SMVTX | JVMRX / SMVTX | |
| Total Expense Ratio | 0.75 | 1.01 | 74% |
| Annual Report Gross Expense Ratio | 0.76 | 1.01 | 75% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 9.354 | 4.750 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.61B | 1,433% |
| Annual Yield % from dividends | 0.88 | 0.95 | 92% |
| Returns for 1 year | 1.28 | 0.80 | 161% |
| Returns for 3 years | 21.72 | 22.86 | 95% |
| Returns for 5 years | 58.56 | 26.70 | 219% |
| Returns for 10 years | 51.14 | 3.21 | 1,594% |
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