Interact to see
Advertisement
Advertisement
JVMTX vs SMVZX
JVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZX
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Virtus Ceredex Mid-Cap Value Equity R6
Price$12.65
Change-$0.08 (-0.63%)
VolumeN/A
Net Assets1.1B
JVMTX vs SMVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. SMVZX commentary
Aug 18, 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 Buy and SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. SMVZX (1.1B). SMVZX pays higher dividends than JVMTX: SMVZX (1.13) vs JVMTX (0.64). JVMTX was incepted earlier than SMVZX: JVMTX (12 years) vs SMVZX (11 years). JVMTX (1.11) 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). JVMTX annual gain was more profitable for investors over the last year : 0.62 vs. SMVZX (0.47). JVMTX return over 5 years is better than : 49.36 vs. SMVZX (24.20).
| JVMTX | SMVZX | JVMTX / SMVZX | |
| Total Expense Ratio | 1.00 | 0.79 | 127% |
| Annual Report Gross Expense Ratio | 1.11 | 0.88 | 126% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 8.919 | 4.805 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.1B | 2,151% |
| Annual Yield % from dividends | 0.64 | 1.13 | 57% |
| Returns for 1 year | 0.62 | 0.47 | 133% |
| Returns for 3 years | 11.58 | 13.20 | 88% |
| Returns for 5 years | 49.36 | 24.20 | 204% |
| Returns for 10 years | 43.95 | 5.26 | 836% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement