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JVMAX vs SAMVX
JVMAX vs SAMVX Comparison
Open Charts JVMAX vs SAMVX
JHancock Disciplined Value Mid Cap A
Price$30.55
Change+$0.30 (+0.99%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity A
Price$13.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JVMAX vs SAMVX Comparison Chart
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JVMAX vs. SAMVX commentary
Nov 23, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.2B vs. SAMVX (1.81B). SAMVX pays higher dividends than JVMAX: SAMVX (0.84) vs JVMAX (0.67). JVMAX was incepted earlier than SAMVX: JVMAX (27 years) vs SAMVX (21 years). SAMVX is a more actively managed with annual turnover of: 140.00 vs. JVMAX (41.00). JVMAX has a lower initial minimum investment than SAMVX: JVMAX (1000) vs SAMVX (2500). JVMAX (21.65) and SAMVX (21.34) have marching annual gain over last year. JVMAX return over 5 years is better than : 45.83 vs. SAMVX (4.73).
| JVMAX | SAMVX | JVMAX / SAMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 21 years | - |
| Gain YTD | 16.391 | 12.728 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.81B | 1,336% |
| Annual Yield % from dividends | 0.67 | 0.84 | 80% |
| Returns for 1 year | 21.65 | 21.34 | 101% |
| Returns for 3 years | 9.79 | -13.46 | -73% |
| Returns for 5 years | 45.83 | 4.73 | 969% |
| Returns for 10 years | 58.20 | -8.16 | -713% |
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