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JVMTX vs SMVZX
JVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZX
JHancock Disciplined Value Mid Cap R4
Price$29.52
Change-$0.39 (-1.30%)
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
JVMTX vs SMVZX Comparison Chart in %
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JVMTX 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 JVMTX is a Hold and SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. SMVZX (1.11B). SMVZX pays higher dividends than JVMTX: SMVZX (1.06) vs JVMTX (0.63). JVMTX was incepted earlier than SMVZX: JVMTX (12 years) vs SMVZX (11 years). JVMTX (1.10) is less costly to investors than SMVZX (0.88). SMVZX is a more actively managed with annual turnover of: 141.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than SMVZX: JVMTX (0) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 2.15 vs. JVMTX (-6.65). JVMTX return over 5 years is better than : 35.76 vs. SMVZX (21.52).
| JVMTX | SMVZX | JVMTX / SMVZX | |
| Total Expense Ratio | 0.99 | 0.79 | 125% |
| Annual Report Gross Expense Ratio | 1.10 | 0.88 | 125% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 9.699 | 13.836 | 70% |
| 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 | 0.63 | 1.06 | 59% |
| Returns for 1 year | -6.65 | 2.15 | -310% |
| Returns for 3 years | 14.93 | 29.79 | 50% |
| Returns for 5 years | 35.76 | 21.52 | 166% |
| Returns for 10 years | 49.14 | 19.38 | 254% |
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