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JVMAX vs SAMVX
JVMAX vs SAMVX Comparison
Open Charts JVMAX vs SAMVX
JHancock Disciplined Value Mid Cap A
Price$30.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity A
Price$13.29
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JVMAX vs SAMVX Comparison Chart
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JVMAX vs. SAMVX commentary
Nov 12, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. SAMVX (1.84B). SAMVX pays higher dividends than JVMAX: SAMVX (0.84) vs JVMAX (0.67). JVMAX was incepted earlier than SAMVX: JVMAX (27 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 : 29.77 vs. JVMAX (27.38). JVMAX return over 5 years is better than : 47.84 vs. SAMVX (6.98).
| JVMAX | SAMVX | JVMAX / SAMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 21 years | - |
| Gain YTD | 17.545 | 15.420 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.84B | 1,324% |
| Annual Yield % from dividends | 0.67 | 0.84 | 80% |
| Returns for 1 year | 27.38 | 29.77 | 92% |
| Returns for 3 years | 9.31 | -12.14 | -77% |
| Returns for 5 years | 47.84 | 6.98 | 685% |
| Returns for 10 years | 62.49 | -4.26 | -1,468% |
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