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JVMAX vs PZIMX
JVMAX vs PZIMX Comparison
Open Charts JVMAX vs PZIMX
JHancock Disciplined Value Mid Cap A
Price$22.96
Change-$0.78 (-3.29%)
VolumeN/A
Net Assets19.9B
Pzena Mid Cap Value Instl
Price$10.40
Change-$0.49 (-4.50%)
VolumeN/A
Net Assets123.46M
JVMAX vs PZIMX Comparison Chart
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JVMAX vs. PZIMX commentary
Apr 11, 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 StrongBuy and PZIMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.9B vs. PZIMX (123M). PZIMX pays higher dividends than JVMAX: PZIMX (1.49) vs JVMAX (0.61). 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 : -13.18 vs. PZIMX (-23.69). JVMAX return over 5 years is better than : 46.66 vs. PZIMX (38.09).
| 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 | -6.609 | -9.098 | 73% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 123M | 16,179% |
| Annual Yield % from dividends | 0.61 | 1.49 | 41% |
| Returns for 1 year | -13.18 | -23.69 | 56% |
| Returns for 3 years | -6.52 | -28.39 | 23% |
| Returns for 5 years | 46.66 | 38.09 | 122% |
| Returns for 10 years | 20.81 | 12.75 | 163% |
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