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JVMSX vs SMVTX
JVMSX vs SMVTX Comparison
Open Charts JVMSX vs SMVTX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
Virtus Ceredex Mid-Cap Value Equity I
Price$11.85
Change-$0.17 (-1.41%)
VolumeN/A
Net Assets1.51B
JVMSX vs SMVTX Comparison Chart
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JVMSX vs. SMVTX commentary
Jun 15, 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 JVMSX is a StrongBuy and SMVTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.7B vs. SMVTX (1.51B). SMVTX pays higher dividends than JVMSX: SMVTX (1.04) vs JVMSX (0.43). JVMSX was incepted earlier than SMVTX: JVMSX (13 years) vs SMVTX (24 years). JVMSX (1.26) is less costly to investors than SMVTX (1.01). SMVTX is a more actively managed with annual turnover of: 141.00 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than SMVTX: JVMSX (0) vs SMVTX (100000). JVMSX annual gain was more profitable for investors over the last year : -3.29 vs. SMVTX (-4.63). JVMSX return over 5 years is better than : 50.13 vs. SMVTX (22.22).
| JVMSX | SMVTX | JVMSX / SMVTX | |
| Total Expense Ratio | 1.25 | 1.01 | 124% |
| Annual Report Gross Expense Ratio | 1.26 | 1.01 | 125% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 2.313 | -1.250 | -185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 1.51B | 1,437% |
| Annual Yield % from dividends | 0.43 | 1.04 | 42% |
| Returns for 1 year | -3.29 | -4.63 | 71% |
| Returns for 3 years | 15.80 | 14.38 | 110% |
| Returns for 5 years | 50.13 | 22.22 | 226% |
| Returns for 10 years | 33.43 | -7.02 | -476% |
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