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JVMAX vs PZIMX
JVMAX vs PZIMX Comparison
Open Charts JVMAX vs PZIMX
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
Pzena Mid Cap Value Instl
Price$15.02
Change-$0.13 (-0.86%)
VolumeN/A
CapitalizationN/A
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JVMAX vs PZIMX Comparison Chart
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JVMAX vs. PZIMX commentary
Sep 22, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.3B vs. PZIMX (153M). PZIMX pays higher dividends than JVMAX: PZIMX (1.19) vs JVMAX (0.67). JVMAX was incepted earlier than PZIMX: JVMAX (27 years) vs PZIMX (10 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. PZIMX (35.00). 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 : 18.94 vs. PZIMX (14.30). JVMAX return over 5 years is better than : 42.03 vs. PZIMX (35.86).
| JVMAX | PZIMX | JVMAX / PZIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 10.889 | 5.999 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 153M | 15,229% |
| Annual Yield % from dividends | 0.67 | 1.19 | 56% |
| Returns for 1 year | 18.94 | 14.30 | 132% |
| Returns for 3 years | 12.35 | -0.22 | -5,569% |
| Returns for 5 years | 42.03 | 35.86 | 117% |
| Returns for 10 years | 59.30 | 59.69 | 99% |