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JVMIX vs SAMVX
JVMIX vs SAMVX Comparison
Open Charts JVMIX vs SAMVX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Virtus Ceredex Mid-Cap Value Equity A
Price$12.20
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets1.1B
JVMIX vs SAMVX Comparison Chart in %
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JVMIX vs. SAMVX commentary
Aug 17, 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 Buy and SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. SAMVX (1.1B). JVMIX pays higher dividends than SAMVX: JVMIX (0.76) vs SAMVX (0.72). 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 : 0.76 vs. SAMVX (-0.39). JVMIX return over 5 years is better than : 50.10 vs. SAMVX (19.95).
| 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 | 8.980 | 4.274 | 210% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.1B | 2,151% |
| Annual Yield % from dividends | 0.76 | 0.72 | 106% |
| Returns for 1 year | 0.76 | -0.39 | -196% |
| Returns for 3 years | 11.90 | 11.11 | 107% |
| Returns for 5 years | 50.10 | 19.95 | 251% |
| Returns for 10 years | 45.29 | -1.67 | -2,719% |
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