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JVMAX vs SPVZX
JVMAX vs SPVZX Comparison
Open Charts JVMAX vs SPVZX
JHancock Disciplined Value Mid Cap A
Price$28.39
Change-$0.07 (-0.25%)
VolumeN/A
Net AssetsN/A
PGIM Quant Solutions Mid-Cap Val Z
Price$26.73
Change-$0.10 (-0.37%)
VolumeN/A
Net Assets166.7M
JVMAX vs SPVZX Comparison Chart in %
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JVMAX vs. SPVZX commentary
Sep 18, 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 SPVZX is a Buy.
FUNDAMENTALS
Fundamentals
SPVZX pays higher dividends than JVMAX: SPVZX (1.55) vs JVMAX (0.55). JVMAX was incepted earlier than SPVZX: JVMAX (28 years) vs SPVZX (20 years). JVMAX (1.11) is less costly to investors than SPVZX (1.00). SPVZX is a more actively managed with annual turnover of: 97.00 vs. JVMAX (49.00). SPVZX has a lower initial minimum investment than JVMAX: SPVZX (0) vs JVMAX (1000). SPVZX annual gain was more profitable for investors over the last year : 9.43 vs. JVMAX (0.43). SPVZX return over 5 years is better than : 95.25 vs. JVMAX (51.03).
| JVMAX | SPVZX | JVMAX / SPVZX | |
| Total Expense Ratio | 1.10 | 0.89 | 124% |
| Annual Report Gross Expense Ratio | 1.11 | 1.00 | 111% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 11.959 | 8.667 | 138% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 167M | - |
| Annual Yield % from dividends | 0.55 | 1.55 | 36% |
| Returns for 1 year | 0.43 | 9.43 | 5% |
| Returns for 3 years | 23.74 | 35.68 | 67% |
| Returns for 5 years | 51.03 | 95.25 | 54% |
| Returns for 10 years | 53.93 | 56.26 | 96% |
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