JVMTX
Price
$30.16
Change
+$0.33 (+1.11%)
Updated
Dec 20 closing price
SAMVX
Price
$11.68
Change
+$0.14 (+1.21%)
Updated
Dec 20 closing price
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JVMTX vs SAMVX

Header iconJVMTX vs SAMVX Comparison
Open Charts JVMTX vs SAMVXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$30.16
Change+$0.33 (+1.11%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity A
Price$11.68
Change+$0.14 (+1.21%)
VolumeN/A
CapitalizationN/A
JVMTX vs SAMVX Comparison Chart
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JVMTX vs. SAMVX commentary
Dec 23, 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 JVMTX is a Buy and SAMVX is a Hold.

FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.3B vs. SAMVX (1.69B). SAMVX pays higher dividends than JVMTX: SAMVX (0.84) vs JVMTX (0.73). JVMTX was incepted earlier than SAMVX: JVMTX (11 years) vs SAMVX (21 years). SAMVX is a more actively managed with annual turnover of: 140.00 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than SAMVX: JVMTX (0) vs SAMVX (2500). JVMTX annual gain was more profitable for investors over the last year : 11.85 vs. SAMVX (3.28). JVMTX return over 5 years is better than : 38.08 vs. SAMVX (-4.88).
JVMTXSAMVXJVMTX / SAMVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years21 years-
Gain YTD11.0742.204502%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets20.3B1.69B1,204%
Annual Yield % from dividends0.730.8487%
Returns for 1 year11.853.28361%
Returns for 3 years14.48-21.07-69%
Returns for 5 years38.08-4.88-780%
Returns for 10 years55.25-8.74-632%
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