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JVMRX vs SMVZX
JVMRX vs SMVZX Comparison
Open Charts JVMRX vs SMVZX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.31
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.59B
JVMRX vs SMVZX Comparison Chart in %
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JVMRX vs. SMVZX 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 JVMRX is a StrongBuy and SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. SMVZX (1.59B). 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 (47.00). 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 : 3.59 vs. SMVZX (-0.04). JVMRX return over 5 years is better than : 63.32 vs. SMVZX (28.79).
| 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 | 8.500 | 1.988 | 427% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.59B | 1,421% |
| Annual Yield % from dividends | 0.88 | 1.17 | 75% |
| Returns for 1 year | 3.59 | -0.04 | -9,716% |
| Returns for 3 years | 24.14 | 23.13 | 104% |
| Returns for 5 years | 63.32 | 28.79 | 220% |
| Returns for 10 years | 49.30 | 2.05 | 2,408% |
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