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JVMAX vs SAMVX
JVMAX vs SAMVX Comparison
Open Charts JVMAX vs SAMVX
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.62B
Virtus Ceredex Mid-Cap Value Equity A
Price$10.40
Change+$0.09 (+0.87%)
VolumeN/A
Net Assets1.4B
JVMAX vs SAMVX Comparison Chart
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JVMAX vs. SAMVX commentary
Apr 19, 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 JVMAX is a StrongBuy and SAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.6B vs. SAMVX (1.4B). SAMVX pays higher dividends than JVMAX: SAMVX (0.86) vs JVMAX (0.61). JVMAX was incepted earlier than SAMVX: JVMAX (28 years) vs SAMVX (21 years). SAMVX (1.30) is less costly to investors than JVMAX (1.13). SAMVX is a more actively managed with annual turnover of: 140.00 vs. JVMAX (47.00). SAMVX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX has a lower initial minimum investment than SAMVX: JVMAX (1000) vs SAMVX (2500). JVMAX annual gain was more profitable for investors over the last year : -10.96 vs. SAMVX (-11.53). JVMAX return over 5 years is better than : 46.80 vs. SAMVX (16.01).
| JVMAX | SAMVX | JVMAX / SAMVX | |
| Total Expense Ratio | 1.12 | 1.30 | 86% |
| Annual Report Gross Expense Ratio | 1.13 | 1.30 | 87% |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | -7.710 | -11.111 | 69% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6B | 1.4B | 1,397% |
| Annual Yield % from dividends | 0.61 | 0.86 | 72% |
| Returns for 1 year | -10.96 | -11.53 | 95% |
| Returns for 3 years | -8.30 | -10.99 | 76% |
| Returns for 5 years | 46.80 | 16.01 | 292% |
| Returns for 10 years | 19.44 | -19.80 | -98% |
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