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JVMTX vs SAMVX
JVMTX vs SAMVX Comparison
Open Charts JVMTX vs SAMVX
JHancock Disciplined Value Mid Cap R4
Price$26.63
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.83B
Virtus Ceredex Mid-Cap Value Equity A
Price$11.27
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets1.5B
JVMTX vs SAMVX Comparison Chart
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JVMTX vs. SAMVX commentary
May 10, 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 JVMTX is a Buy and SAMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.8B vs. SAMVX (1.5B). SAMVX pays higher dividends than JVMTX: SAMVX (0.87) vs JVMTX (0.71). JVMTX was incepted earlier than SAMVX: JVMTX (12 years) vs SAMVX (22 years). SAMVX (1.30) is less costly to investors than JVMTX (1.11). SAMVX is a more actively managed with annual turnover of: 141.00 vs. JVMTX (47.00). 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 : -8.11 vs. SAMVX (-9.14). JVMTX return over 5 years is better than : 53.69 vs. SAMVX (23.91).
| JVMTX | SAMVX | JVMTX / SAMVX | |
| Total Expense Ratio | 1.00 | 1.30 | 77% |
| Annual Report Gross Expense Ratio | 1.11 | 1.30 | 85% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | -1.375 | -3.932 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8B | 1.5B | 1,388% |
| Annual Yield % from dividends | 0.71 | 0.87 | 81% |
| Returns for 1 year | -8.11 | -9.14 | 89% |
| Returns for 3 years | 6.43 | 4.87 | 132% |
| Returns for 5 years | 53.69 | 23.91 | 225% |
| Returns for 10 years | 31.78 | -12.18 | -261% |
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