Ad is loading...
JVMAX vs SPVZX
JVMAX vs SPVZX Comparison
Open Charts JVMAX vs SPVZX
JHancock Disciplined Value Mid Cap A
Price$26.59
Change+$0.24 (+0.91%)
VolumeN/A
Net Assets23.09B
PGIM Quant Solutions Mid-Cap Val Z
Price$26.04
Change+$0.25 (+0.97%)
VolumeN/A
Net Assets179.1M
JVMAX vs SPVZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. SPVZX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. SPVZX (179M). 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 : 19.04 vs. JVMAX (3.68). SPVZX return over 5 years is better than : 56.95 vs. JVMAX (28.55).
| 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 | 3.659 | 4.455 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 179M | 12,905% |
| Annual Yield % from dividends | 0.67 | 1.94 | 35% |
| Returns for 1 year | 3.68 | 19.04 | 19% |
| Returns for 3 years | 3.11 | 16.72 | 19% |
| Returns for 5 years | 28.55 | 56.95 | 50% |
| Returns for 10 years | 41.55 | 43.62 | 95% |
View a ticker or compare two or three
VS
VS
Ad is loading...