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JVMIX vs PZIMX
JVMIX vs PZIMX Comparison
Open Charts JVMIX vs PZIMX
JHancock Disciplined Value Mid Cap I
Price$31.37
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Pzena Mid Cap Value Instl
Price$14.87
Change-$0.12 (-0.80%)
VolumeN/A
CapitalizationN/A
JVMIX vs PZIMX Comparison Chart
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JVMIX vs. PZIMX commentary
Nov 18, 2024
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 JVMIX is a Buy and PZIMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.8B vs. PZIMX (150M). PZIMX pays higher dividends than JVMIX: PZIMX (1.19) vs JVMIX (0.84). JVMIX was incepted earlier than PZIMX: JVMIX (27 years) vs PZIMX (11 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. PZIMX (35.00). JVMIX has a lower initial minimum investment than PZIMX: JVMIX (250000) vs PZIMX (1000000). JVMIX annual gain was more profitable for investors over the last year : 21.59 vs. PZIMX (9.54). JVMIX return over 5 years is better than : 45.01 vs. PZIMX (26.52).
| JVMIX | PZIMX | JVMIX / PZIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 14.615 | 4.940 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 150M | 15,867% |
| Annual Yield % from dividends | 0.84 | 1.19 | 71% |
| Returns for 1 year | 21.59 | 9.54 | 226% |
| Returns for 3 years | 7.53 | -12.49 | -60% |
| Returns for 5 years | 45.01 | 26.52 | 170% |
| Returns for 10 years | 62.42 | 55.33 | 113% |