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JVMAX vs SAMVX
JVMAX vs SAMVX Comparison
Open Charts JVMAX vs SAMVX
JHancock Disciplined Value Mid Cap A
Price$28.64
Change+$0.32 (+1.13%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity A
Price$11.68
Change+$0.14 (+1.21%)
VolumeN/A
CapitalizationN/A
JVMAX vs SAMVX Comparison Chart
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JVMAX vs. SAMVX commentary
Dec 23, 2024
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 JVMAX is a Buy and SAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.3B vs. SAMVX (1.69B). SAMVX pays higher dividends than JVMAX: SAMVX (0.84) vs JVMAX (0.67). JVMAX was incepted earlier than SAMVX: JVMAX (28 years) vs SAMVX (21 years). SAMVX is a more actively managed with annual turnover of: 140.00 vs. JVMAX (41.00). JVMAX has a lower initial minimum investment than SAMVX: JVMAX (1000) vs SAMVX (2500). SAMVX annual gain was more profitable for investors over the last year : 3.28 vs. JVMAX (-0.72). JVMAX return over 5 years is better than : 21.41 vs. SAMVX (-4.88).
| JVMAX | SAMVX | JVMAX / SAMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | -1.441 | 2.204 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 1.69B | 1,204% |
| Annual Yield % from dividends | 0.67 | 0.84 | 80% |
| Returns for 1 year | -0.72 | 3.28 | -22% |
| Returns for 3 years | 1.07 | -21.07 | -5% |
| Returns for 5 years | 21.41 | -4.88 | -439% |
| Returns for 10 years | 34.67 | -8.74 | -397% |