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JVMSX vs SAMVX
JVMSX vs SAMVX Comparison
Open Charts JVMSX vs SAMVX
JHancock Disciplined Value Mid Cap R2
Price$28.92
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets23.07B
Virtus Ceredex Mid-Cap Value Equity A
Price$12.07
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets1.09B
JVMSX vs SAMVX Comparison Chart in %
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JVMSX vs. SAMVX commentary
Aug 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 JVMSX is a Buy and SAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. SAMVX (1.09B). SAMVX pays higher dividends than JVMSX: SAMVX (0.72) vs JVMSX (0.41). JVMSX was incepted earlier than SAMVX: JVMSX (13 years) vs SAMVX (22 years). SAMVX (1.29) and JVMSX (1.26) have similar cost to investors . SAMVX is a more actively managed with annual turnover of: 141.00 vs. JVMSX (49.00). 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 : 4.56 vs. JVMSX (3.96). JVMSX return over 5 years is better than : 51.51 vs. SAMVX (21.16).
| JVMSX | SAMVX | JVMSX / SAMVX | |
| Total Expense Ratio | 1.25 | 1.29 | 97% |
| Annual Report Gross Expense Ratio | 1.26 | 1.29 | 98% |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 7.945 | 3.419 | 232% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.09B | 2,113% |
| Annual Yield % from dividends | 0.41 | 0.72 | 57% |
| Returns for 1 year | 3.96 | 4.56 | 87% |
| Returns for 3 years | 15.65 | 14.70 | 106% |
| Returns for 5 years | 51.51 | 21.16 | 243% |
| Returns for 10 years | 42.82 | -1.21 | -3,548% |
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