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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$29.84
Change-$0.17 (-0.57%)
VolumeN/A
Net Assets24.38B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.74
Change-$0.11 (-0.86%)
VolumeN/A
Net Assets1.1B
JVMSX vs SMVZX Comparison Chart in %
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JVMSX vs. SMVZX commentary
Sep 10, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. SMVZX (1.1B). SMVZX pays higher dividends than JVMSX: SMVZX (1.10) vs JVMSX (0.40). JVMSX was incepted earlier than SMVZX: JVMSX (14 years) vs SMVZX (11 years). JVMSX (1.25) 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 (4.26) and JVMSX (4.09) have marching annual gain over last year. JVMSX return over 5 years is better than : 54.47 vs. SMVZX (26.64).
| JVMSX | SMVZX | JVMSX / SMVZX | |
| Total Expense Ratio | 1.24 | 0.79 | 157% |
| Annual Report Gross Expense Ratio | 1.25 | 0.88 | 142% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 11.936 | 6.462 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.1B | 2,220% |
| Annual Yield % from dividends | 0.40 | 1.10 | 36% |
| Returns for 1 year | 4.09 | 4.26 | 96% |
| Returns for 3 years | 18.75 | 19.86 | 94% |
| Returns for 5 years | 54.47 | 26.64 | 205% |
| Returns for 10 years | 55.37 | 15.68 | 353% |
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