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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$29.34
Change-$0.39 (-1.31%)
VolumeN/A
Net Assets24.25B
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.43
Change-$0.31 (-2.26%)
VolumeN/A
Net Assets1.11B
JVMSX vs SMVZX Comparison Chart in %
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JVMSX vs. SMVZX commentary
Nov 14, 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 Hold and SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. SMVZX (1.11B). SMVZX pays higher dividends than JVMSX: SMVZX (1.06) vs JVMSX (0.41). 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 annual gain was more profitable for investors over the last year : 2.15 vs. JVMSX (-6.92). JVMSX return over 5 years is better than : 34.53 vs. SMVZX (21.52).
| 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 | 9.437 | 13.836 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.11B | 2,180% |
| Annual Yield % from dividends | 0.41 | 1.06 | 38% |
| Returns for 1 year | -6.92 | 2.15 | -322% |
| Returns for 3 years | 14.26 | 29.79 | 48% |
| Returns for 5 years | 34.53 | 21.52 | 160% |
| Returns for 10 years | 46.70 | 19.38 | 241% |
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