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JVMAX vs PZVMX
JVMAX vs PZVMX Comparison
Open Charts JVMAX vs PZVMX
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
Pzena Mid Cap Value Investor
Price$15.06
Change-$0.12 (-0.79%)
VolumeN/A
CapitalizationN/A
JVMAX vs PZVMX Comparison Chart
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JVMAX vs. PZVMX 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 PZVMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. PZVMX (150M). PZVMX pays higher dividends than JVMAX: PZVMX (0.90) vs JVMAX (0.67). JVMAX was incepted earlier than PZVMX: JVMAX (27 years) vs PZVMX (11 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. PZVMX (35.00). 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 : 21.07 vs. PZVMX (9.24). JVMAX return over 5 years is better than : 42.69 vs. PZVMX (25.34).
| JVMAX | PZVMX | JVMAX / PZVMX | |
| 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 | 4.583 | 312% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 150M | 15,867% |
| Annual Yield % from dividends | 0.67 | 0.90 | 74% |
| Returns for 1 year | 21.07 | 9.24 | 228% |
| Returns for 3 years | 6.26 | -12.75 | -49% |
| Returns for 5 years | 42.69 | 25.34 | 168% |
| Returns for 10 years | 56.97 | 52.34 | 109% |