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JVMSX vs SAMVX
JVMSX vs SAMVX Comparison
Open Charts JVMSX vs SAMVX
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
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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JVMSX vs SAMVX Comparison Chart
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JVMSX 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 JVMSX is a Buy and SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. SAMVX (1.85B). SAMVX pays higher dividends than JVMSX: SAMVX (0.84) vs JVMSX (0.52). JVMSX was incepted earlier than SAMVX: JVMSX (13 years) vs SAMVX (21 years). SAMVX is a more actively managed with annual turnover of: 140.00 vs. JVMSX (41.00). JVMSX has a lower initial minimum investment than SAMVX: JVMSX (0) vs SAMVX (2500). SAMVX annual gain was more profitable for investors over the last year : 21.21 vs. JVMSX (18.97). JVMSX return over 5 years is better than : 42.48 vs. SAMVX (5.53).
| JVMSX | SAMVX | JVMSX / 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 | 10.826 | 10.209 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.85B | 1,268% |
| Annual Yield % from dividends | 0.52 | 0.84 | 63% |
| Returns for 1 year | 18.97 | 21.21 | 89% |
| Returns for 3 years | 12.80 | -8.94 | -143% |
| Returns for 5 years | 42.48 | 5.53 | 769% |
| Returns for 10 years | 60.77 | -6.50 | -935% |
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