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JVMIX vs PZIMX
JVMIX vs PZIMX Comparison
Open Charts JVMIX vs PZIMX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Pzena Mid Cap Value Instl
Price$15.02
Change-$0.13 (-0.86%)
VolumeN/A
CapitalizationN/A
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JVMIX vs PZIMX Comparison Chart
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JVMIX vs. PZIMX commentary
Sep 22, 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: 23.3B vs. PZIMX (153M). PZIMX pays higher dividends than JVMIX: PZIMX (1.19) vs JVMIX (0.84). JVMIX was incepted earlier than PZIMX: JVMIX (27 years) vs PZIMX (10 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 : 19.46 vs. PZIMX (14.30). JVMIX return over 5 years is better than : 44.34 vs. PZIMX (35.86).
| JVMIX | PZIMX | JVMIX / PZIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 11.144 | 5.999 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 153M | 15,229% |
| Annual Yield % from dividends | 0.84 | 1.19 | 71% |
| Returns for 1 year | 19.46 | 14.30 | 136% |
| Returns for 3 years | 13.73 | -0.22 | -6,190% |
| Returns for 5 years | 44.34 | 35.86 | 124% |
| Returns for 10 years | 64.87 | 59.69 | 109% |