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JVMIX vs SAMVX
JVMIX vs SAMVX Comparison
Open Charts JVMIX vs SAMVX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Virtus Ceredex Mid-Cap Value Equity A
Price$11.89
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets1.59B
JVMIX vs SAMVX Comparison Chart in %
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JVMIX vs. SAMVX commentary
Jul 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 JVMIX is a StrongBuy and SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. SAMVX (1.59B). JVMIX (0.78) and SAMVX (0.75) have matching dividends . JVMIX was incepted earlier than SAMVX: JVMIX (28 years) vs SAMVX (22 years). SAMVX (1.29) is less costly to investors than JVMIX (0.88). SAMVX is a more actively managed with annual turnover of: 141.00 vs. JVMIX (47.00). SAMVX has a lower initial minimum investment than JVMIX: SAMVX (2500) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 3.45 vs. SAMVX (-0.83). JVMIX return over 5 years is better than : 62.76 vs. SAMVX (24.49).
| JVMIX | SAMVX | JVMIX / SAMVX | |
| Total Expense Ratio | 0.87 | 1.29 | 67% |
| Annual Report Gross Expense Ratio | 0.88 | 1.29 | 68% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 8.423 | 1.624 | 519% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.59B | 1,421% |
| Annual Yield % from dividends | 0.78 | 0.75 | 103% |
| Returns for 1 year | 3.45 | -0.83 | -416% |
| Returns for 3 years | 23.84 | 21.00 | 114% |
| Returns for 5 years | 62.76 | 24.49 | 256% |
| Returns for 10 years | 48.34 | -4.60 | -1,052% |
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