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JVMTX vs SMVZX
JVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZX
JHancock Disciplined Value Mid Cap R4
Price$29.83
Change+$0.32 (+1.08%)
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
JVMTX vs SMVZX Comparison Chart in %
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JVMTX 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 JVMTX is a Hold and SMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. SMVZX (1.08B). SMVZX pays higher dividends than JVMTX: SMVZX (1.08) vs JVMTX (0.62). 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 : -0.49 vs. JVMTX (-5.01). JVMTX return over 5 years is better than : 46.78 vs. SMVZX (22.14).
| 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 | 9.662 | 8.451 | 114% |
| 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 | 0.62 | 1.08 | 57% |
| Returns for 1 year | -5.01 | -0.49 | 1,019% |
| Returns for 3 years | 25.01 | 35.65 | 70% |
| Returns for 5 years | 46.78 | 22.14 | 211% |
| Returns for 10 years | 50.12 | 12.94 | 387% |
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