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JVMAX vs SAMVX
JVMAX vs SAMVX Comparison
Open Charts JVMAX vs SAMVX
JHancock Disciplined Value Mid Cap A
Price$28.48
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets24.36B
Virtus Ceredex Mid-Cap Value Equity A
Price$12.78
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.1B
JVMAX vs SAMVX Comparison Chart in %
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JVMAX vs. SAMVX commentary
Oct 06, 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 Hold and SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.4B vs. SAMVX (1.1B). SAMVX pays higher dividends than JVMAX: SAMVX (0.69) vs JVMAX (0.55). JVMAX was incepted earlier than SAMVX: JVMAX (28 years) vs SAMVX (22 years). SAMVX (1.29) is less costly to investors than JVMAX (1.11). SAMVX is a more actively managed with annual turnover of: 141.00 vs. JVMAX (49.00). 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 : 3.10 vs. JVMAX (-0.85). JVMAX return over 5 years is better than : 53.70 vs. SAMVX (25.65).
| JVMAX | SAMVX | JVMAX / SAMVX | |
| Total Expense Ratio | 1.10 | 1.29 | 85% |
| Annual Report Gross Expense Ratio | 1.11 | 1.29 | 86% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 12.038 | 9.231 | 130% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.1B | 2,210% |
| Annual Yield % from dividends | 0.55 | 0.69 | 79% |
| Returns for 1 year | -0.85 | 3.10 | -28% |
| Returns for 3 years | 24.90 | 30.84 | 81% |
| Returns for 5 years | 53.70 | 25.65 | 209% |
| Returns for 10 years | 52.84 | 9.52 | 555% |
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