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JVMCX vs SAMVX
JVMCX vs SAMVX Comparison
Open Charts JVMCX vs SAMVX
JHancock Disciplined Value Mid Cap C
Price$27.01
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
JVMCX vs SAMVX Comparison Chart in %
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JVMCX 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 JVMCX is a Hold and SAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. SAMVX (1.06B). SAMVX pays higher dividends than JVMCX: SAMVX (0.68) vs JVMCX (0.00). JVMCX was incepted earlier than SAMVX: JVMCX (14 years) vs SAMVX (22 years). JVMCX (1.86) is less costly to investors than SAMVX (1.29). SAMVX is a more actively managed with annual turnover of: 141.00 vs. JVMCX (49.00). JVMCX has a lower initial minimum investment than SAMVX: JVMCX (1000) vs SAMVX (2500). SAMVX annual gain was more profitable for investors over the last year : -1.34 vs. JVMCX (-7.96). JVMCX return over 5 years is better than : 26.91 vs. SAMVX (13.18).
| JVMCX | SAMVX | JVMCX / SAMVX | |
| Total Expense Ratio | 1.85 | 1.29 | 143% |
| Annual Report Gross Expense Ratio | 1.86 | 1.29 | 144% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 6.877 | 8.803 | 78% |
| Front Load | N/A | 6% | - |
| 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 | 0.00 | 0.68 | - |
| Returns for 1 year | -7.96 | -1.34 | 596% |
| Returns for 3 years | 9.36 | 23.18 | 40% |
| Returns for 5 years | 26.91 | 13.18 | 204% |
| Returns for 10 years | 32.70 | 4.49 | 727% |
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