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JVMRX vs SAMVX
JVMRX vs SAMVX Comparison
Open Charts JVMRX vs SAMVX
JHancock Disciplined Value Mid Cap R6
Price$30.24
Change-$0.11 (-0.36%)
VolumeN/A
Net Assets24.44B
Virtus Ceredex Mid-Cap Value Equity A
Price$12.44
Change-$0.11 (-0.88%)
VolumeN/A
Net Assets1.1B
JVMRX vs SAMVX Comparison Chart in %
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JVMRX vs. SAMVX commentary
Sep 16, 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 JVMRX is a Buy and SAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. SAMVX (1.1B). JVMRX pays higher dividends than SAMVX: JVMRX (0.84) vs SAMVX (0.71). JVMRX was incepted earlier than SAMVX: JVMRX (14 years) vs SAMVX (22 years). SAMVX (1.29) is less costly to investors than JVMRX (0.75). SAMVX is a more actively managed with annual turnover of: 141.00 vs. JVMRX (49.00). SAMVX has a lower initial minimum investment than JVMRX: SAMVX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.63 vs. SAMVX (1.90). JVMRX return over 5 years is better than : 58.77 vs. SAMVX (23.60).
| JVMRX | SAMVX | JVMRX / SAMVX | |
| Total Expense Ratio | 0.74 | 1.29 | 57% |
| Annual Report Gross Expense Ratio | 0.75 | 1.29 | 58% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 12.658 | 6.325 | 200% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.1B | 2,218% |
| Annual Yield % from dividends | 0.84 | 0.71 | 119% |
| Returns for 1 year | 3.63 | 1.90 | 191% |
| Returns for 3 years | 23.75 | 20.71 | 115% |
| Returns for 5 years | 58.77 | 23.60 | 249% |
| Returns for 10 years | 59.75 | 7.73 | 773% |
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