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JVMTX vs SAMVX
JVMTX vs SAMVX Comparison
Open Charts JVMTX vs SAMVX
JHancock Disciplined Value Mid Cap R4
Price$27.52
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.46B
Virtus Ceredex Mid-Cap Value Equity A
Price$11.56
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.53B
JVMTX vs SAMVX Comparison Chart
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JVMTX vs. SAMVX commentary
Jun 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 JVMTX is a Buy and SAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. SAMVX (1.53B). SAMVX pays higher dividends than JVMTX: SAMVX (0.83) vs JVMTX (0.67). JVMTX was incepted earlier than SAMVX: JVMTX (12 years) vs SAMVX (22 years). SAMVX (1.29) 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 : -3.69 vs. SAMVX (-5.25). JVMTX return over 5 years is better than : 38.93 vs. SAMVX (12.40).
| JVMTX | SAMVX | JVMTX / SAMVX | |
| Total Expense Ratio | 1.00 | 1.29 | 78% |
| Annual Report Gross Expense Ratio | 1.11 | 1.29 | 86% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 2.230 | -1.026 | -217% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 1.53B | 1,408% |
| Annual Yield % from dividends | 0.67 | 0.83 | 81% |
| Returns for 1 year | -3.69 | -5.25 | 70% |
| Returns for 3 years | 5.40 | 2.44 | 221% |
| Returns for 5 years | 38.93 | 12.40 | 314% |
| Returns for 10 years | 36.46 | -9.33 | -391% |