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JVMCX vs PZIMX
JVMCX vs PZIMX Comparison
Open Charts JVMCX vs PZIMX
JHancock Disciplined Value Mid Cap C
Price$22.81
Change-$0.77 (-3.27%)
VolumeN/A
Net Assets19.9B
Pzena Mid Cap Value Instl
Price$10.40
Change-$0.49 (-4.50%)
VolumeN/A
Net Assets123.46M
JVMCX vs PZIMX Comparison Chart
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JVMCX vs. PZIMX 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 JVMCX is a StrongBuy and PZIMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 19.9B vs. PZIMX (123M). PZIMX pays higher dividends than JVMCX: PZIMX (1.49) 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 : -13.88 vs. PZIMX (-23.69). JVMCX return over 5 years is better than : 43.19 vs. PZIMX (38.09).
| 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 | -6.798 | -9.098 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 123M | 16,179% |
| Annual Yield % from dividends | 0.00 | 1.49 | - |
| Returns for 1 year | -13.88 | -23.69 | 59% |
| Returns for 3 years | -7.95 | -28.39 | 28% |
| Returns for 5 years | 43.19 | 38.09 | 113% |
| Returns for 10 years | 14.93 | 12.75 | 117% |
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