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JVMTX vs SAMVX
JVMTX vs SAMVX Comparison
Open Charts JVMTX vs SAMVX
JHancock Disciplined Value Mid Cap R4
Price$32.17
Change+$0.31 (+0.97%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Mid-Cap Value Equity A
Price$13.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JVMTX vs SAMVX Comparison Chart
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JVMTX vs. SAMVX commentary
Nov 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. SAMVX (1.81B). 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 (21.93) and SAMVX (21.34) have marching annual gain over last year. JVMTX return over 5 years is better than : 47.50 vs. SAMVX (4.73).
| JVMTX | SAMVX | JVMTX / SAMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 21 years | - |
| Gain YTD | 16.533 | 12.728 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.81B | 1,336% |
| Annual Yield % from dividends | 0.73 | 0.84 | 87% |
| Returns for 1 year | 21.93 | 21.34 | 103% |
| Returns for 3 years | 10.80 | -13.46 | -80% |
| Returns for 5 years | 47.50 | 4.73 | 1,004% |
| Returns for 10 years | 62.18 | -8.16 | -762% |
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