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JVMAX vs PZIMX
JVMAX vs PZIMX Comparison
Open Charts JVMAX vs PZIMX
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
Pzena Mid Cap Value Instl
Price$12.31
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets140.33M
JVMAX vs PZIMX Comparison Chart
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JVMAX vs. PZIMX commentary
Jan 19, 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 Hold and PZIMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. PZIMX (140M). PZIMX pays higher dividends than JVMAX: PZIMX (1.19) vs JVMAX (0.67). JVMAX was incepted earlier than PZIMX: JVMAX (28 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 : 4.82 vs. PZIMX (-9.49). JVMAX return over 5 years is better than : 23.77 vs. PZIMX (1.06).
| JVMAX | PZIMX | JVMAX / PZIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 3.777 | 2.755 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 140M | 16,500% |
| Annual Yield % from dividends | 0.67 | 1.19 | 56% |
| Returns for 1 year | 4.82 | -9.49 | -51% |
| Returns for 3 years | -0.09 | -22.57 | 0% |
| Returns for 5 years | 23.77 | 1.06 | 2,236% |
| Returns for 10 years | 42.53 | 39.67 | 107% |
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