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JVMTX vs SMVZX
JVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZX
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 R6
Price$11.93
Change-$0.17 (-1.40%)
VolumeN/A
Net Assets1.51B
JVMTX vs SMVZX Comparison Chart
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JVMTX vs. SMVZX commentary
Jun 16, 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 SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. SMVZX (1.51B). SMVZX pays higher dividends than JVMTX: SMVZX (1.27) vs JVMTX (0.67). 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 (47.00). 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 : -3.01 vs. SMVZX (-4.38). JVMTX return over 5 years is better than : 51.48 vs. SMVZX (23.76).
| 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 | 2.453 | -1.160 | -211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.51B | 1,424% |
| Annual Yield % from dividends | 0.67 | 1.27 | 53% |
| Returns for 1 year | -3.01 | -4.38 | 69% |
| Returns for 3 years | 16.50 | 15.29 | 108% |
| Returns for 5 years | 51.48 | 23.76 | 217% |
| Returns for 10 years | 35.66 | -4.56 | -782% |
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