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JVMIX vs PZIMX
JVMIX vs PZIMX Comparison
Open Charts JVMIX vs PZIMX
JHancock Disciplined Value Mid Cap I
Price$24.36
Change-$0.83 (-3.29%)
VolumeN/A
Net Assets19.9B
Pzena Mid Cap Value Instl
Price$10.40
Change-$0.49 (-4.50%)
VolumeN/A
Net Assets123.46M
JVMIX vs PZIMX Comparison Chart
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JVMIX 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 JVMIX is a StrongBuy and PZIMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.9B vs. PZIMX (123M). PZIMX pays higher dividends than JVMIX: PZIMX (1.49) vs JVMIX (0.83). JVMIX was incepted earlier than PZIMX: JVMIX (28 years) vs PZIMX (11 years). PZIMX (0.99) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. PZIMX (39.00). 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 : -12.42 vs. PZIMX (-23.69). JVMIX return over 5 years is better than : 49.86 vs. PZIMX (38.09).
| JVMIX | PZIMX | JVMIX / PZIMX | |
| Total Expense Ratio | 0.87 | 0.90 | 97% |
| Annual Report Gross Expense Ratio | 0.88 | 0.99 | 89% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | -6.531 | -9.098 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 123M | 16,179% |
| Annual Yield % from dividends | 0.83 | 1.49 | 56% |
| Returns for 1 year | -12.42 | -23.69 | 52% |
| Returns for 3 years | -5.09 | -28.39 | 18% |
| Returns for 5 years | 49.86 | 38.09 | 131% |
| Returns for 10 years | 25.68 | 12.75 | 201% |
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