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JVMTX vs SMVTX
JVMTX vs SMVTX Comparison
Open Charts JVMTX vs SMVTX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Virtus Ceredex Mid-Cap Value Equity I
Price$11.85
Change-$0.17 (-1.41%)
VolumeN/A
Net Assets1.51B
JVMTX vs SMVTX Comparison Chart
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JVMTX vs. SMVTX commentary
Jun 15, 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 JVMTX is a StrongBuy and SMVTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. SMVTX (1.51B). SMVTX pays higher dividends than JVMTX: SMVTX (1.04) vs JVMTX (0.67). JVMTX was incepted earlier than SMVTX: JVMTX (12 years) vs SMVTX (24 years). JVMTX (1.11) is less costly to investors than SMVTX (1.01). SMVTX is a more actively managed with annual turnover of: 141.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than SMVTX: JVMTX (0) vs SMVTX (100000). JVMTX annual gain was more profitable for investors over the last year : -3.01 vs. SMVTX (-4.63). JVMTX return over 5 years is better than : 51.48 vs. SMVTX (22.22).
| JVMTX | SMVTX | JVMTX / SMVTX | |
| Total Expense Ratio | 1.00 | 1.01 | 99% |
| Annual Report Gross Expense Ratio | 1.11 | 1.01 | 110% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 2.453 | -1.250 | -196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.51B | 1,424% |
| Annual Yield % from dividends | 0.67 | 1.04 | 65% |
| Returns for 1 year | -3.01 | -4.63 | 65% |
| Returns for 3 years | 16.50 | 14.38 | 115% |
| Returns for 5 years | 51.48 | 22.22 | 232% |
| Returns for 10 years | 35.66 | -7.02 | -508% |
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