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JVMAX vs PZIMX
JVMAX vs PZIMX Comparison
Open Charts JVMAX vs PZIMX
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
Pzena Mid Cap Value Instl
Price$11.15
Change+$0.19 (+1.73%)
VolumeN/A
Net Assets104.91M
JVMAX vs PZIMX Comparison Chart
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JVMAX vs. PZIMX commentary
May 09, 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: 20.6B vs. PZIMX (105M). PZIMX pays higher dividends than JVMAX: PZIMX (1.57) vs JVMAX (0.63). 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 : -8.80 vs. PZIMX (-23.04). JVMAX return over 5 years is better than : 49.78 vs. PZIMX (35.87).
| 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 | -2.360 | -8.514 | 28% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 105M | 19,619% |
| Annual Yield % from dividends | 0.63 | 1.57 | 40% |
| Returns for 1 year | -8.80 | -23.04 | 38% |
| Returns for 3 years | 4.03 | -26.09 | -15% |
| Returns for 5 years | 49.78 | 35.87 | 139% |
| Returns for 10 years | 26.12 | 12.19 | 214% |
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