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JVMRX vs SMVZX
JVMRX vs SMVZX Comparison
Open Charts JVMRX vs SMVZX
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 R6
Price$12.65
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets1.61B
JVMRX vs SMVZX Comparison Chart in %
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JVMRX vs. SMVZX commentary
Jul 27, 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 SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. SMVZX (1.61B). SMVZX pays higher dividends than JVMRX: SMVZX (1.17) vs JVMRX (0.88). JVMRX was incepted earlier than SMVZX: JVMRX (14 years) vs SMVZX (11 years). SMVZX (0.88) is less costly to investors than JVMRX (0.76). SMVZX is a more actively managed with annual turnover of: 141.00 vs. JVMRX (49.00). JVMRX has a lower initial minimum investment than SMVZX: JVMRX (1000000) vs SMVZX (2500000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. SMVZX (1.02). JVMRX return over 5 years is better than : 58.56 vs. SMVZX (28.14).
| JVMRX | SMVZX | JVMRX / SMVZX | |
| Total Expense Ratio | 0.75 | 0.79 | 95% |
| Annual Report Gross Expense Ratio | 0.76 | 0.88 | 86% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 9.354 | 4.805 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.61B | 1,433% |
| Annual Yield % from dividends | 0.88 | 1.17 | 75% |
| Returns for 1 year | 1.28 | 1.02 | 125% |
| Returns for 3 years | 21.72 | 23.67 | 92% |
| Returns for 5 years | 58.56 | 28.14 | 208% |
| Returns for 10 years | 51.14 | 5.81 | 881% |
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