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JVMAX vs PZVMX
JVMAX vs PZVMX Comparison
Open Charts JVMAX vs PZVMX
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.73B
Pzena Mid Cap Value Investor
Price$11.77
Change-$0.25 (-2.08%)
VolumeN/A
Net Assets106.18M
JVMAX vs PZVMX Comparison Chart
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JVMAX vs. PZVMX commentary
Jun 14, 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 PZVMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. PZVMX (106M). PZVMX pays higher dividends than JVMAX: PZVMX (1.09) vs JVMAX (0.60). JVMAX was incepted earlier than PZVMX: JVMAX (28 years) vs PZVMX (11 years). PZVMX (1.34) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. PZVMX (39.00). JVMAX has a lower initial minimum investment than PZVMX: JVMAX (1000) vs PZVMX (5000). JVMAX annual gain was more profitable for investors over the last year : -2.54 vs. PZVMX (-14.81). JVMAX return over 5 years is better than : 50.75 vs. PZVMX (29.81).
| JVMAX | PZVMX | JVMAX / PZVMX | |
| Total Expense Ratio | 1.12 | 1.25 | 90% |
| Annual Report Gross Expense Ratio | 1.13 | 1.34 | 84% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 3.580 | -1.556 | -230% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 106M | 20,472% |
| Annual Yield % from dividends | 0.60 | 1.09 | 55% |
| Returns for 1 year | -2.54 | -14.81 | 17% |
| Returns for 3 years | 16.43 | -15.28 | -108% |
| Returns for 5 years | 50.75 | 29.81 | 170% |
| Returns for 10 years | 33.14 | 18.18 | 182% |
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