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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JHancock Disciplined Value Mid Cap R2
Price$29.65
Change+$0.32 (+1.09%)
VolumeN/A
Net Assets23.85B
Virtus Ceredex Mid-Cap Value Equity R6
Price$13.21
Change+$0.12 (+0.92%)
VolumeN/A
Net Assets1.08B
JVMSX vs SMVZX Comparison Chart in %
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JVMSX vs. SMVZX commentary
Oct 21, 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: 23.9B vs. SMVZX (1.08B). SMVZX pays higher dividends than JVMSX: SMVZX (1.08) 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 annual gain was more profitable for investors over the last year : -0.49 vs. JVMSX (-5.30). JVMSX return over 5 years is better than : 45.42 vs. SMVZX (22.14).
| 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 | 9.399 | 8.451 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.08B | 2,205% |
| Annual Yield % from dividends | 0.40 | 1.08 | 37% |
| Returns for 1 year | -5.30 | -0.49 | 1,079% |
| Returns for 3 years | 24.28 | 35.65 | 68% |
| Returns for 5 years | 45.42 | 22.14 | 205% |
| Returns for 10 years | 47.59 | 12.94 | 368% |
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