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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
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 R6
Price$12.65
Change-$0.08 (-0.63%)
VolumeN/A
Net Assets1.1B
JVMSX vs SMVZX Comparison Chart in %
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JVMSX vs. SMVZX 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 SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. SMVZX (1.1B). SMVZX pays higher dividends than JVMSX: SMVZX (1.13) vs JVMSX (0.41). JVMSX was incepted earlier than SMVZX: JVMSX (13 years) vs SMVZX (11 years). JVMSX (1.26) is less costly to investors than SMVZX (0.88). SMVZX is a more actively managed with annual turnover of: 141.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than SMVZX: JVMSX (0) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 0.47 vs. JVMSX (0.34). JVMSX return over 5 years is better than : 48.09 vs. SMVZX (24.20).
| JVMSX | SMVZX | JVMSX / SMVZX | |
| Total Expense Ratio | 1.25 | 0.79 | 158% |
| Annual Report Gross Expense Ratio | 1.26 | 0.88 | 143% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 8.728 | 4.805 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.1B | 2,151% |
| Annual Yield % from dividends | 0.41 | 1.13 | 36% |
| Returns for 1 year | 0.34 | 0.47 | 73% |
| Returns for 3 years | 10.96 | 13.20 | 83% |
| Returns for 5 years | 48.09 | 24.20 | 199% |
| Returns for 10 years | 41.60 | 5.26 | 792% |
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