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JVMIX vs SAMVX
JVMIX vs SAMVX Comparison
Open Charts JVMIX vs SAMVX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Virtus Ceredex Mid-Cap Value Equity A
Price$12.22
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets1.61B
JVMIX vs SAMVX Comparison Chart in %
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JVMIX vs. SAMVX commentary
Jul 28, 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: 23.1B vs. SAMVX (1.61B). 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 (49.00). 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 : 1.20 vs. SAMVX (0.26). JVMIX return over 5 years is better than : 58.07 vs. SAMVX (24.05).
| 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 | 9.314 | 4.444 | 210% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.61B | 1,433% |
| Annual Yield % from dividends | 0.78 | 0.75 | 103% |
| Returns for 1 year | 1.20 | 0.26 | 457% |
| Returns for 3 years | 21.47 | 21.58 | 99% |
| Returns for 5 years | 58.07 | 24.05 | 241% |
| Returns for 10 years | 50.28 | -0.98 | -5,118% |
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