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JVMAX vs SPVZX
JVMAX vs SPVZX Comparison
Open Charts JVMAX vs SPVZX
JHancock Disciplined Value Mid Cap A
Price$27.32
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
PGIM Quant Solutions Mid-Cap Val Z
Price$26.65
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets161.21M
JVMAX vs SPVZX Comparison Chart in %
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JVMAX vs. SPVZX commentary
Nov 20, 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 Hold and SPVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.5B vs. SPVZX (161M). SPVZX pays higher dividends than JVMAX: SPVZX (1.53) vs JVMAX (0.56). 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 : 5.14 vs. JVMAX (-7.23). SPVZX return over 5 years is better than : 72.48 vs. JVMAX (30.06).
| 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 | 7.592 | 8.222 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 161M | 14,596% |
| Annual Yield % from dividends | 0.56 | 1.53 | 36% |
| Returns for 1 year | -7.23 | 5.14 | -140% |
| Returns for 3 years | 11.06 | 29.69 | 37% |
| Returns for 5 years | 30.06 | 72.48 | 41% |
| Returns for 10 years | 39.59 | 51.20 | 77% |
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