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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Virtus Ceredex Mid-Cap Value Equity R6
Price$11.93
Change-$0.17 (-1.40%)
VolumeN/A
Net Assets1.51B
JVMSX vs SMVZX Comparison Chart
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JVMSX vs. SMVZX commentary
Jun 16, 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: 21.5B vs. SMVZX (1.51B). SMVZX pays higher dividends than JVMSX: SMVZX (1.27) vs JVMSX (0.43). 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 : -3.29 vs. SMVZX (-4.38). JVMSX return over 5 years is better than : 50.13 vs. SMVZX (23.76).
| 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 | 2.313 | -1.160 | -199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.51B | 1,424% |
| Annual Yield % from dividends | 0.43 | 1.27 | 34% |
| Returns for 1 year | -3.29 | -4.38 | 75% |
| Returns for 3 years | 15.80 | 15.29 | 103% |
| Returns for 5 years | 50.13 | 23.76 | 211% |
| Returns for 10 years | 33.43 | -4.56 | -733% |
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