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JVMSX vs SMVTX
JVMSX vs SMVTX Comparison
Open Charts JVMSX vs SMVTX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Virtus Ceredex Mid-Cap Value Equity I
Price$12.56
Change-$0.08 (-0.63%)
VolumeN/A
Net Assets1.1B
JVMSX vs SMVTX Comparison Chart in %
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JVMSX vs. SMVTX commentary
Aug 18, 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 Buy and SMVTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. SMVTX (1.1B). SMVTX pays higher dividends than JVMSX: SMVTX (0.91) vs JVMSX (0.41). 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 (49.00). 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 : 0.34 vs. SMVTX (0.24). JVMSX return over 5 years is better than : 48.09 vs. SMVTX (22.57).
| 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 | 8.728 | 4.667 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.1B | 2,151% |
| Annual Yield % from dividends | 0.41 | 0.91 | 45% |
| Returns for 1 year | 0.34 | 0.24 | 143% |
| Returns for 3 years | 10.96 | 12.31 | 89% |
| Returns for 5 years | 48.09 | 22.57 | 213% |
| Returns for 10 years | 41.60 | 2.59 | 1,608% |
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