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JVMCX vs PZIMX
JVMCX vs PZIMX Comparison
Open Charts JVMCX vs PZIMX
JHancock Disciplined Value Mid Cap C
Price$24.88
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
Pzena Mid Cap Value Instl
Price$11.15
Change+$0.19 (+1.73%)
VolumeN/A
Net Assets104.91M
JVMCX vs PZIMX Comparison Chart
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JVMCX vs. PZIMX commentary
May 09, 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 JVMCX is a Buy and PZIMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.6B vs. PZIMX (105M). PZIMX pays higher dividends than JVMCX: PZIMX (1.57) vs JVMCX (0.00). JVMCX was incepted earlier than PZIMX: JVMCX (14 years) vs PZIMX (11 years). JVMCX (1.88) is less costly to investors than PZIMX (0.99). JVMCX is a more actively managed with annual turnover of: 47.00 vs. PZIMX (39.00). JVMCX has a lower initial minimum investment than PZIMX: JVMCX (1000) vs PZIMX (1000000). JVMCX annual gain was more profitable for investors over the last year : -9.51 vs. PZIMX (-22.99). JVMCX return over 5 years is better than : 46.17 vs. PZIMX (35.13).
| JVMCX | PZIMX | JVMCX / PZIMX | |
| Total Expense Ratio | 1.87 | 0.90 | 208% |
| Annual Report Gross Expense Ratio | 1.88 | 0.99 | 190% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -2.609 | -9.015 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 105M | 19,619% |
| Annual Yield % from dividends | 0.00 | 1.57 | - |
| Returns for 1 year | -9.51 | -22.99 | 41% |
| Returns for 3 years | 2.43 | -28.19 | -9% |
| Returns for 5 years | 46.17 | 35.13 | 131% |
| Returns for 10 years | 19.98 | 11.79 | 170% |
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