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JVMTX vs SAMVX
JVMTX vs SAMVX Comparison
Open Charts JVMTX vs SAMVX
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
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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JVMTX vs SAMVX Comparison Chart
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JVMTX 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 JVMTX is a Buy and SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. SAMVX (1.85B). 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). SAMVX annual gain was more profitable for investors over the last year : 21.21 vs. JVMTX (19.27). JVMTX return over 5 years is better than : 43.64 vs. SAMVX (5.53).
| 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 | 11.010 | 10.209 | 108% |
| 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 | 0.73 | 0.84 | 87% |
| Returns for 1 year | 19.27 | 21.21 | 91% |
| Returns for 3 years | 13.38 | -8.94 | -150% |
| Returns for 5 years | 43.64 | 5.53 | 790% |
| Returns for 10 years | 63.34 | -6.50 | -974% |
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