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JVMIX vs SAMVX
JVMIX vs SAMVX Comparison
Open Charts JVMIX vs SAMVX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Virtus Ceredex Mid-Cap Value Equity A
Price$12.40
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.1B
JVMIX vs SAMVX Comparison Chart in %
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JVMIX vs. SAMVX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. SAMVX (1.1B). JVMIX pays higher dividends than SAMVX: JVMIX (0.74) vs SAMVX (0.71). 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). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. SAMVX (1.74). JVMIX return over 5 years is better than : 54.86 vs. SAMVX (21.80).
| 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 | 11.985 | 5.983 | 200% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.1B | 2,209% |
| Annual Yield % from dividends | 0.74 | 0.71 | 105% |
| Returns for 1 year | 2.91 | 1.74 | 167% |
| Returns for 3 years | 24.95 | 22.65 | 110% |
| Returns for 5 years | 54.86 | 21.80 | 252% |
| Returns for 10 years | 58.60 | 6.95 | 843% |
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