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JVMAX vs PZIMX
JVMAX vs PZIMX Comparison
Open Charts JVMAX vs PZIMX
JHancock Disciplined Value Mid Cap A
Price$26.24
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets21.45B
Pzena Mid Cap Value Instl
Price$11.74
Change+$0.12 (+1.03%)
VolumeN/A
Net Assets104.35M
JVMAX vs PZIMX Comparison Chart
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JVMAX vs. PZIMX commentary
Jun 07, 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 JVMAX is a Buy and PZIMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. PZIMX (104M). PZIMX pays higher dividends than JVMAX: PZIMX (1.50) vs JVMAX (0.60). JVMAX was incepted earlier than PZIMX: JVMAX (28 years) vs PZIMX (11 years). JVMAX (1.13) is less costly to investors than PZIMX (0.99). JVMAX is a more actively managed with annual turnover of: 47.00 vs. PZIMX (39.00). JVMAX has a lower initial minimum investment than PZIMX: JVMAX (1000) vs PZIMX (1000000). JVMAX annual gain was more profitable for investors over the last year : -3.90 vs. PZIMX (-17.32). JVMAX return over 5 years is better than : 36.66 vs. PZIMX (15.49).
| JVMAX | PZIMX | JVMAX / PZIMX | |
| Total Expense Ratio | 1.12 | 0.90 | 124% |
| Annual Report Gross Expense Ratio | 1.13 | 0.99 | 114% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 2.203 | -3.005 | -73% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 104M | 20,673% |
| Annual Yield % from dividends | 0.60 | 1.50 | 40% |
| Returns for 1 year | -3.90 | -17.32 | 23% |
| Returns for 3 years | 3.02 | -25.96 | -12% |
| Returns for 5 years | 36.66 | 15.49 | 237% |
| Returns for 10 years | 32.40 | 19.73 | 164% |
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