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JVMAX vs PZIMX
JVMAX vs PZIMX Comparison
Open Charts JVMAX vs PZIMX
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
Pzena Mid Cap Value Instl
Price$14.87
Change-$0.12 (-0.80%)
VolumeN/A
CapitalizationN/A
JVMAX vs PZIMX Comparison Chart
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JVMAX vs. PZIMX commentary
Nov 18, 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: 23.8B vs. PZIMX (150M). PZIMX pays higher dividends than JVMAX: PZIMX (1.19) vs JVMAX (0.67). JVMAX was incepted earlier than PZIMX: JVMAX (27 years) vs PZIMX (11 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 : 21.07 vs. PZIMX (9.54). JVMAX return over 5 years is better than : 42.69 vs. PZIMX (26.52).
| JVMAX | PZIMX | JVMAX / PZIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 14.313 | 4.940 | 290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 150M | 15,867% |
| Annual Yield % from dividends | 0.67 | 1.19 | 56% |
| Returns for 1 year | 21.07 | 9.54 | 221% |
| Returns for 3 years | 6.26 | -12.49 | -50% |
| Returns for 5 years | 42.69 | 26.52 | 161% |
| Returns for 10 years | 56.97 | 55.33 | 103% |