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JVMIX vs SAMVX
JVMIX vs SAMVX Comparison
Open Charts JVMIX vs SAMVX
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Virtus Ceredex Mid-Cap Value Equity A
Price$12.94
Change-$0.31 (-2.34%)
VolumeN/A
Net Assets1.11B
JVMIX vs SAMVX Comparison Chart in %
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JVMIX vs. SAMVX commentary
Nov 14, 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 JVMIX is a Hold and SAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. SAMVX (1.11B). JVMIX pays higher dividends than SAMVX: JVMIX (0.75) vs SAMVX (0.68). JVMIX was incepted earlier than SAMVX: JVMIX (28 years) vs SAMVX (22 years). SAMVX (1.29) is less costly to investors than JVMIX (0.86). SAMVX is a more actively managed with annual turnover of: 141.00 vs. JVMIX (49.00). SAMVX has a lower initial minimum investment than JVMIX: SAMVX (2500) vs JVMIX (250000). SAMVX annual gain was more profitable for investors over the last year : 1.37 vs. JVMIX (-6.53). JVMIX return over 5 years is better than : 36.37 vs. SAMVX (17.60).
| JVMIX | SAMVX | JVMIX / SAMVX | |
| Total Expense Ratio | 0.85 | 1.29 | 66% |
| Annual Report Gross Expense Ratio | 0.86 | 1.29 | 67% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 9.796 | 13.248 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.11B | 2,180% |
| Annual Yield % from dividends | 0.75 | 0.68 | 111% |
| Returns for 1 year | -6.53 | 1.37 | -478% |
| Returns for 3 years | 15.24 | 27.49 | 55% |
| Returns for 5 years | 36.37 | 17.60 | 207% |
| Returns for 10 years | 50.51 | 11.68 | 433% |
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