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JVMAX vs SPVZX
JVMAX vs SPVZX Comparison
Open Charts JVMAX vs SPVZX
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
PGIM Quant Solutions Mid-Cap Val Z
Price$25.91
Change-$0.17 (-0.65%)
VolumeN/A
CapitalizationN/A
JVMAX vs SPVZX Comparison Chart
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JVMAX vs. SPVZX 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 SPVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. SPVZX (182M). SPVZX pays higher dividends than JVMAX: SPVZX (1.94) vs JVMAX (0.67). JVMAX was incepted earlier than SPVZX: JVMAX (27 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 : 28.48 vs. JVMAX (21.07). SPVZX return over 5 years is better than : 49.08 vs. JVMAX (42.69).
| JVMAX | SPVZX | JVMAX / SPVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 19 years | - |
| Gain YTD | 14.313 | 15.258 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 182M | 13,077% |
| Annual Yield % from dividends | 0.67 | 1.94 | 35% |
| Returns for 1 year | 21.07 | 28.48 | 74% |
| Returns for 3 years | 6.26 | 13.83 | 45% |
| Returns for 5 years | 42.69 | 49.08 | 87% |
| Returns for 10 years | 56.97 | 34.76 | 164% |