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JVMTX vs SAMVX
JVMTX vs SAMVX Comparison
Open Charts JVMTX vs SAMVX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Virtus Ceredex Mid-Cap Value Equity A
Price$11.89
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets1.59B
JVMTX vs SAMVX Comparison Chart in %
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JVMTX vs. SAMVX commentary
Jul 06, 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 StrongBuy and SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. SAMVX (1.59B). SAMVX pays higher dividends than JVMTX: SAMVX (0.75) vs JVMTX (0.65). JVMTX was incepted earlier than SAMVX: JVMTX (12 years) vs SAMVX (22 years). SAMVX (1.29) is less costly to investors than JVMTX (1.11). SAMVX is a more actively managed with annual turnover of: 141.00 vs. JVMTX (47.00). 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 : 3.31 vs. SAMVX (-0.83). JVMTX return over 5 years is better than : 61.96 vs. SAMVX (24.49).
| JVMTX | SAMVX | JVMTX / SAMVX | |
| Total Expense Ratio | 1.00 | 1.29 | 78% |
| Annual Report Gross Expense Ratio | 1.11 | 1.29 | 86% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 8.361 | 1.624 | 515% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.59B | 1,421% |
| Annual Yield % from dividends | 0.65 | 0.75 | 86% |
| Returns for 1 year | 3.31 | -0.83 | -399% |
| Returns for 3 years | 23.47 | 21.00 | 112% |
| Returns for 5 years | 61.96 | 24.49 | 253% |
| Returns for 10 years | 46.97 | -4.60 | -1,022% |
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