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JVMAX vs SPVZX
JVMAX vs SPVZX Comparison
Open Charts JVMAX vs SPVZX
JHancock Disciplined Value Mid Cap A
Price$25.55
Change-$0.41 (-1.58%)
VolumeN/A
Net Assets22.5B
PGIM Quant Solutions Mid-Cap Val Z
Price$24.61
Change-$0.38 (-1.52%)
VolumeN/A
Net Assets169.67M
JVMAX vs SPVZX Comparison Chart
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JVMAX vs. SPVZX commentary
Mar 04, 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
JVMAX has more cash in the bank: 22.5B vs. SPVZX (170M). SPVZX pays higher dividends than JVMAX: SPVZX (1.94) vs JVMAX (0.67). JVMAX was incepted earlier than SPVZX: JVMAX (28 years) vs SPVZX (19 years). SPVZX is a more actively managed with annual turnover of: 70.00 vs. JVMAX (41.00). 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 : 10.91 vs. JVMAX (-4.33). SPVZX return over 5 years is better than : 70.65 vs. JVMAX (33.85).
| JVMAX | SPVZX | JVMAX / SPVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | 2.124 | 1.215 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 170M | 13,235% |
| Annual Yield % from dividends | 0.67 | 1.94 | 35% |
| Returns for 1 year | -4.33 | 10.91 | -40% |
| Returns for 3 years | 2.74 | 13.59 | 20% |
| Returns for 5 years | 33.85 | 70.65 | 48% |
| Returns for 10 years | 34.83 | 36.72 | 95% |
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