JVMSX
Price
$29.24
Change
+$0.18 (+0.62%)
Updated
Jul 25 closing price
Net Assets
23.06B
SMVZX
Price
$12.65
Change
+$0.09 (+0.72%)
Updated
Jul 25 closing price
Net Assets
1.61B
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JVMSX vs SMVZX

Header iconJVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.65
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets1.61B
JVMSX vs SMVZX Comparison Chart in %
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JVMSX vs. SMVZX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. SMVZX (1.61B). 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 (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 : 1.02 vs. JVMSX (0.75). JVMSX return over 5 years is better than : 55.91 vs. SMVZX (28.14).
JVMSXSMVZXJVMSX / SMVZX
Total Expense Ratio1.250.79158%
Annual Report Gross Expense Ratio1.260.88143%
Fund Existence13 years11 years-
Gain YTD9.0644.805189%
Front LoadN/AN/A-
Min. Initial Investment02500000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B1.61B1,433%
Annual Yield % from dividends0.421.1736%
Returns for 1 year0.751.0274%
Returns for 3 years20.4223.6786%
Returns for 5 years55.9128.14199%
Returns for 10 years46.425.81800%
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