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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
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
JVMSX vs SMVZX Comparison Chart in %
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JVMSX 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 JVMSX is a StrongBuy and SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. SMVZX (1.59B). SMVZX pays higher dividends than JVMSX: SMVZX (1.17) vs JVMSX (0.42). 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 (47.00). JVMSX has a lower initial minimum investment than SMVZX: JVMSX (0) vs SMVZX (2500000). JVMSX annual gain was more profitable for investors over the last year : 3.00 vs. SMVZX (-0.04). JVMSX return over 5 years is better than : 60.52 vs. SMVZX (28.79).
| 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 | 8.206 | 1.988 | 413% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.59B | 1,421% |
| Annual Yield % from dividends | 0.42 | 1.17 | 36% |
| Returns for 1 year | 3.00 | -0.04 | -8,114% |
| Returns for 3 years | 22.77 | 23.13 | 98% |
| Returns for 5 years | 60.52 | 28.79 | 210% |
| Returns for 10 years | 44.56 | 2.05 | 2,176% |
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