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JVMAX vs SAMVX
JVMAX vs SAMVX Comparison
Open Charts JVMAX vs SAMVX
JHancock Disciplined Value Mid Cap A
Price$28.37
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets24.33B
Virtus Ceredex Mid-Cap Value Equity A
Price$12.98
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets1.11B
JVMAX vs SAMVX Comparison Chart in %
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JVMAX vs. SAMVX commentary
Oct 27, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. SAMVX (1.11B). 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 : 3.55 vs. JVMAX (-1.71). JVMAX return over 5 years is better than : 45.17 vs. SAMVX (21.70).
| 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 | 11.605 | 10.940 | 106% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.11B | 2,183% |
| Annual Yield % from dividends | 0.55 | 0.69 | 79% |
| Returns for 1 year | -1.71 | 3.55 | -48% |
| Returns for 3 years | 22.20 | 33.69 | 66% |
| Returns for 5 years | 45.17 | 21.70 | 208% |
| Returns for 10 years | 48.32 | 9.14 | 529% |
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