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JVMRX vs SAMVX
JVMRX vs SAMVX Comparison
Open Charts JVMRX vs SAMVX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity A
Price$12.69
Change-$0.12 (-0.94%)
VolumeN/A
CapitalizationN/A
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JVMRX vs SAMVX Comparison Chart
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JVMRX vs. SAMVX commentary
Sep 21, 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 JVMRX is a Buy and SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. SAMVX (1.85B). JVMRX pays higher dividends than SAMVX: JVMRX (0.93) vs SAMVX (0.84). JVMRX was incepted earlier than SAMVX: JVMRX (13 years) vs SAMVX (21 years). SAMVX is a more actively managed with annual turnover of: 140.00 vs. JVMRX (41.00). SAMVX has a lower initial minimum investment than JVMRX: SAMVX (2500) vs JVMRX (1000000). SAMVX annual gain was more profitable for investors over the last year : 21.21 vs. JVMRX (19.58). JVMRX return over 5 years is better than : 44.82 vs. SAMVX (5.53).
| JVMRX | SAMVX | JVMRX / SAMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 11.221 | 10.209 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.85B | 1,268% |
| Annual Yield % from dividends | 0.93 | 0.84 | 112% |
| Returns for 1 year | 19.58 | 21.21 | 92% |
| Returns for 3 years | 13.96 | -8.94 | -156% |
| Returns for 5 years | 44.82 | 5.53 | 811% |
| Returns for 10 years | 65.88 | -6.50 | -1,014% |
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