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JVMAX vs SAMVX
JVMAX vs SAMVX Comparison
Open Charts JVMAX vs SAMVX
JHancock Disciplined Value Mid Cap A
Price$25.19
Change+$0.19 (+0.76%)
VolumeN/A
Net Assets21.34B
Virtus Ceredex Mid-Cap Value Equity A
Price$11.29
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets1.55B
JVMAX vs SAMVX Comparison Chart
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JVMAX vs. SAMVX commentary
Mar 10, 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 Buy and SAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.3B vs. SAMVX (1.55B). SAMVX pays higher dividends than JVMAX: SAMVX (0.81) vs JVMAX (0.59). 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). SAMVX annual gain was more profitable for investors over the last year : -7.25 vs. JVMAX (-8.24). JVMAX return over 5 years is better than : 38.52 vs. SAMVX (8.37).
| 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 | -0.905 | -3.504 | 26% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 1.55B | 1,372% |
| Annual Yield % from dividends | 0.59 | 0.81 | 73% |
| Returns for 1 year | -8.24 | -7.25 | 114% |
| Returns for 3 years | 3.03 | 0.49 | 623% |
| Returns for 5 years | 38.52 | 8.37 | 460% |
| Returns for 10 years | 31.89 | -9.41 | -339% |