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JVMAX vs SPVZX
JVMAX vs SPVZX Comparison
Open Charts JVMAX vs SPVZX
JHancock Disciplined Value Mid Cap A
Price$22.96
Change-$0.78 (-3.29%)
VolumeN/A
Net Assets19.9B
PGIM Quant Solutions Mid-Cap Val Z
Price$21.73
Change-$0.86 (-3.81%)
VolumeN/A
Net Assets149.66M
JVMAX vs SPVZX Comparison Chart
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JVMAX vs. SPVZX commentary
Apr 11, 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 StrongBuy and SPVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.9B vs. SPVZX (150M). SPVZX pays higher dividends than JVMAX: SPVZX (1.72) vs JVMAX (0.61). JVMAX was incepted earlier than SPVZX: JVMAX (28 years) vs SPVZX (19 years). JVMAX (1.13) is less costly to investors than SPVZX (1.00). SPVZX is a more actively managed with annual turnover of: 97.00 vs. JVMAX (47.00). 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 : -2.71 vs. JVMAX (-13.18). SPVZX return over 5 years is better than : 100.37 vs. JVMAX (46.66).
| JVMAX | SPVZX | JVMAX / SPVZX | |
| Total Expense Ratio | 1.12 | 0.89 | 126% |
| Annual Report Gross Expense Ratio | 1.13 | 1.00 | 113% |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | -6.609 | -8.505 | 78% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 150M | 13,267% |
| Annual Yield % from dividends | 0.61 | 1.72 | 36% |
| Returns for 1 year | -13.18 | -2.71 | 486% |
| Returns for 3 years | -6.52 | 1.39 | -468% |
| Returns for 5 years | 46.66 | 100.37 | 46% |
| Returns for 10 years | 20.81 | 20.57 | 101% |
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