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JVMAX vs SPVZX
JVMAX vs SPVZX Comparison
Open Charts JVMAX vs SPVZX
JHancock Disciplined Value Mid Cap A
Price$27.96
Change-$0.35 (-1.24%)
VolumeN/A
Net Assets24.22B
PGIM Quant Solutions Mid-Cap Val Z
Price$26.84
Change-$0.24 (-0.89%)
VolumeN/A
Net Assets166.09M
JVMAX vs SPVZX Comparison Chart in %
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JVMAX vs. SPVZX commentary
Oct 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 Buy and SPVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.2B vs. SPVZX (166M). SPVZX pays higher dividends than JVMAX: SPVZX (1.52) 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 : 8.32 vs. JVMAX (-2.12). SPVZX return over 5 years is better than : 95.09 vs. JVMAX (46.19).
| 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 | 11.369 | 9.680 | 117% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 166M | 14,578% |
| Annual Yield % from dividends | 0.55 | 1.52 | 36% |
| Returns for 1 year | -2.12 | 8.32 | -25% |
| Returns for 3 years | 28.96 | 46.73 | 62% |
| Returns for 5 years | 46.19 | 95.09 | 49% |
| Returns for 10 years | 48.15 | 52.49 | 92% |
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