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JVMTX vs SAMVX
JVMTX vs SAMVX Comparison
Open Charts JVMTX vs SAMVX
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
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
JVMTX vs SAMVX Comparison Chart in %
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JVMTX 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 JVMTX is a Buy and SAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. SAMVX (1.1B). SAMVX pays higher dividends than JVMTX: SAMVX (0.71) vs JVMTX (0.62). JVMTX was incepted earlier than SAMVX: JVMTX (12 years) vs SAMVX (22 years). SAMVX (1.29) is less costly to investors than JVMTX (1.10). SAMVX is a more actively managed with annual turnover of: 141.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than SAMVX: JVMTX (0) vs SAMVX (2500). JVMTX annual gain was more profitable for investors over the last year : 2.74 vs. SAMVX (1.74). JVMTX return over 5 years is better than : 54.13 vs. SAMVX (21.80).
| JVMTX | SAMVX | JVMTX / SAMVX | |
| Total Expense Ratio | 0.99 | 1.29 | 77% |
| Annual Report Gross Expense Ratio | 1.10 | 1.29 | 85% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 11.891 | 5.983 | 199% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.1B | 2,209% |
| Annual Yield % from dividends | 0.62 | 0.71 | 88% |
| Returns for 1 year | 2.74 | 1.74 | 157% |
| Returns for 3 years | 24.58 | 22.65 | 109% |
| Returns for 5 years | 54.13 | 21.80 | 248% |
| Returns for 10 years | 57.10 | 6.95 | 821% |
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