JVMRX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
SMVZX
Price
$12.65
Change
+$0.09 (+0.72%)
Updated
Jul 25 closing price
Net Assets
1.61B
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JVMRX vs SMVZX

Header iconJVMRX vs SMVZX Comparison
Open Charts JVMRX vs SMVZXBanner chart's image
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.

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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).
JVMRXSMVZXJVMRX / SMVZX
Total Expense Ratio0.750.7995%
Annual Report Gross Expense Ratio0.760.8886%
Fund Existence14 years11 years-
Gain YTD9.3544.805195%
Front LoadN/AN/A-
Min. Initial Investment1000000250000040%
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B1.61B1,433%
Annual Yield % from dividends0.881.1775%
Returns for 1 year1.281.02125%
Returns for 3 years21.7223.6792%
Returns for 5 years58.5628.14208%
Returns for 10 years51.145.81881%
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