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JVMCX vs SAMVX
JVMCX vs SAMVX Comparison
Open Charts JVMCX vs SAMVX
JHancock Disciplined Value Mid Cap C
Price$28.19
Change+$0.04 (+0.14%)
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
JVMCX vs SAMVX Comparison Chart in %
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JVMCX 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 JVMCX is a Hold and SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.4B vs. SAMVX (1.1B). SAMVX pays higher dividends than JVMCX: SAMVX (0.69) 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 : 3.10 vs. JVMCX (-1.64). JVMCX return over 5 years is better than : 50.05 vs. SAMVX (25.65).
| 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 | 11.423 | 9.231 | 124% |
| Front Load | N/A | 6% | - |
| 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 | 0.00 | 0.69 | - |
| Returns for 1 year | -1.64 | 3.10 | -53% |
| Returns for 3 years | 23.01 | 30.84 | 75% |
| Returns for 5 years | 50.05 | 25.65 | 195% |
| Returns for 10 years | 45.33 | 9.52 | 476% |
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