Ad is loading...
JVMCX vs PZVMX
JVMCX vs PZVMX Comparison
Open Charts JVMCX vs PZVMX
JHancock Disciplined Value Mid Cap C
Price$23.58
Change+$1.70 (+7.77%)
VolumeN/A
Net Assets18.48B
Pzena Mid Cap Value Investor
Price$11.09
Change+$0.92 (+9.05%)
VolumeN/A
Net Assets113.23M
JVMCX vs PZVMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. PZVMX commentary
Apr 10, 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 Hold and PZVMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 18.5B vs. PZVMX (113M). PZVMX pays higher dividends than JVMCX: PZVMX (1.09) vs JVMCX (0.00). JVMCX was incepted earlier than PZVMX: JVMCX (14 years) vs PZVMX (11 years). JVMCX (1.88) is less costly to investors than PZVMX (1.34). JVMCX is a more actively managed with annual turnover of: 47.00 vs. PZVMX (39.00). JVMCX has a lower initial minimum investment than PZVMX: JVMCX (1000) vs PZVMX (5000). JVMCX annual gain was more profitable for investors over the last year : -19.93 vs. PZVMX (-29.88). JVMCX return over 5 years is better than : 35.42 vs. PZVMX (28.63).
| JVMCX | PZVMX | JVMCX / PZVMX | |
| Total Expense Ratio | 1.87 | 1.25 | 150% |
| Annual Report Gross Expense Ratio | 1.88 | 1.34 | 140% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -11.858 | -14.824 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 113M | 16,372% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | -19.93 | -29.88 | 67% |
| Returns for 3 years | -13.72 | -33.24 | 41% |
| Returns for 5 years | 35.42 | 28.63 | 124% |
| Returns for 10 years | 8.22 | 3.71 | 221% |
View a ticker or compare two or three
VS
VS
Ad is loading...