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JVMCX vs SPVZX
JVMCX vs SPVZX Comparison
Open Charts JVMCX vs SPVZX
JHancock Disciplined Value Mid Cap C
Price$24.88
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
PGIM Quant Solutions Mid-Cap Val Z
Price$23.85
Change+$0.20 (+0.85%)
VolumeN/A
Net Assets154.66M
JVMCX vs SPVZX Comparison Chart
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JVMCX vs. SPVZX 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 SPVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.6B vs. SPVZX (155M). SPVZX pays higher dividends than JVMCX: SPVZX (1.77) vs JVMCX (0.00). JVMCX was incepted earlier than SPVZX: JVMCX (14 years) vs SPVZX (19 years). JVMCX (1.88) is less costly to investors than SPVZX (1.00). SPVZX is a more actively managed with annual turnover of: 97.00 vs. JVMCX (47.00). SPVZX has a lower initial minimum investment than JVMCX: SPVZX (0) vs JVMCX (1000). SPVZX annual gain was more profitable for investors over the last year : 0.95 vs. JVMCX (-9.51). SPVZX return over 5 years is better than : 105.38 vs. JVMCX (46.17).
| JVMCX | SPVZX | JVMCX / SPVZX | |
| Total Expense Ratio | 1.87 | 0.89 | 210% |
| Annual Report Gross Expense Ratio | 1.88 | 1.00 | 188% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -2.609 | -4.901 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 155M | 13,290% |
| Annual Yield % from dividends | 0.00 | 1.77 | - |
| Returns for 1 year | -9.51 | 0.95 | -1,001% |
| Returns for 3 years | 2.43 | 8.48 | 29% |
| Returns for 5 years | 46.17 | 105.38 | 44% |
| Returns for 10 years | 19.98 | 25.96 | 77% |
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