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JVMAX vs SAMVX
JVMAX vs SAMVX Comparison
Open Charts JVMAX vs SAMVX
JHancock Disciplined Value Mid Cap A
Price$27.32
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
Virtus Ceredex Mid-Cap Value Equity A
Price$12.74
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.06B
JVMAX vs SAMVX Comparison Chart in %
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JVMAX vs. SAMVX commentary
Nov 20, 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: 23.5B vs. SAMVX (1.06B). SAMVX pays higher dividends than JVMAX: SAMVX (0.68) vs JVMAX (0.56). 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 : -1.34 vs. JVMAX (-7.23). JVMAX return over 5 years is better than : 30.06 vs. SAMVX (13.18).
| 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 | 7.592 | 8.803 | 86% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 1.06B | 2,209% |
| Annual Yield % from dividends | 0.56 | 0.68 | 82% |
| Returns for 1 year | -7.23 | -1.34 | 540% |
| Returns for 3 years | 11.06 | 23.18 | 48% |
| Returns for 5 years | 30.06 | 13.18 | 228% |
| Returns for 10 years | 39.59 | 4.49 | 881% |
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