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JVMSX vs SAMVX
JVMSX vs SAMVX Comparison
Open Charts JVMSX vs SAMVX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
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
JVMSX vs SAMVX Comparison Chart in %
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JVMSX 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 JVMSX is a Buy and SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. SAMVX (1.1B). SAMVX pays higher dividends than JVMSX: SAMVX (0.72) vs JVMSX (0.41). JVMSX was incepted earlier than SAMVX: JVMSX (13 years) vs SAMVX (22 years). SAMVX (1.29) and JVMSX (1.26) have similar cost to investors . SAMVX is a more actively managed with annual turnover of: 141.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than SAMVX: JVMSX (0) vs SAMVX (2500). JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. SAMVX (-0.39). JVMSX return over 5 years is better than : 48.09 vs. SAMVX (19.95).
| JVMSX | SAMVX | JVMSX / SAMVX | |
| Total Expense Ratio | 1.25 | 1.29 | 97% |
| Annual Report Gross Expense Ratio | 1.26 | 1.29 | 98% |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 8.728 | 4.274 | 204% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.1B | 2,151% |
| Annual Yield % from dividends | 0.41 | 0.72 | 57% |
| Returns for 1 year | 0.34 | -0.39 | -88% |
| Returns for 3 years | 10.96 | 11.11 | 99% |
| Returns for 5 years | 48.09 | 19.95 | 241% |
| Returns for 10 years | 41.60 | -1.67 | -2,498% |
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