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JVMAX vs PZVMX
JVMAX vs PZVMX Comparison
Open Charts JVMAX vs PZVMX
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
Pzena Mid Cap Value Investor
Price$11.09
Change+$0.92 (+9.05%)
VolumeN/A
Net Assets113.23M
JVMAX vs PZVMX Comparison Chart
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JVMAX vs. PZVMX commentary
Apr 10, 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 PZVMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. PZVMX (113M). PZVMX pays higher dividends than JVMAX: PZVMX (1.09) vs JVMAX (0.61). 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 : -19.27 vs. PZVMX (-29.88). JVMAX return over 5 years is better than : 38.69 vs. PZVMX (28.63).
| 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 | -11.684 | -14.824 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 113M | 16,372% |
| Annual Yield % from dividends | 0.61 | 1.09 | 57% |
| Returns for 1 year | -19.27 | -29.88 | 65% |
| Returns for 3 years | -12.35 | -33.24 | 37% |
| Returns for 5 years | 38.69 | 28.63 | 135% |
| Returns for 10 years | 13.79 | 3.71 | 372% |
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