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JVMRX vs SAMVX
JVMRX vs SAMVX Comparison
Open Charts JVMRX vs SAMVX
JHancock Disciplined Value Mid Cap R6
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
JVMRX vs SAMVX Comparison Chart in %
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JVMRX 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 JVMRX is a StrongBuy and SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. SAMVX (1.61B). JVMRX pays higher dividends than SAMVX: JVMRX (0.88) vs SAMVX (0.75). JVMRX was incepted earlier than SAMVX: JVMRX (14 years) vs SAMVX (22 years). SAMVX (1.29) is less costly to investors than JVMRX (0.76). SAMVX is a more actively managed with annual turnover of: 141.00 vs. JVMRX (49.00). SAMVX has a lower initial minimum investment than JVMRX: SAMVX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. SAMVX (0.26). JVMRX return over 5 years is better than : 58.56 vs. SAMVX (24.05).
| JVMRX | SAMVX | JVMRX / SAMVX | |
| Total Expense Ratio | 0.75 | 1.29 | 58% |
| Annual Report Gross Expense Ratio | 0.76 | 1.29 | 59% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 9.354 | 4.444 | 210% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.61B | 1,433% |
| Annual Yield % from dividends | 0.88 | 0.75 | 117% |
| Returns for 1 year | 1.28 | 0.26 | 485% |
| Returns for 3 years | 21.72 | 21.58 | 101% |
| Returns for 5 years | 58.56 | 24.05 | 244% |
| Returns for 10 years | 51.14 | -0.98 | -5,205% |
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