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JVMIX vs PZIMX
JVMIX vs PZIMX Comparison
Open Charts JVMIX vs PZIMX
JHancock Disciplined Value Mid Cap I
Price$28.89
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
Pzena Mid Cap Value Instl
Price$11.65
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets101.7M
JVMIX vs PZIMX Comparison Chart in %
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JVMIX vs. PZIMX commentary
Aug 08, 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 Hold and PZIMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. PZIMX (102M). PZIMX pays higher dividends than JVMIX: PZIMX (1.48) vs JVMIX (0.76). JVMIX was incepted earlier than PZIMX: JVMIX (28 years) vs PZIMX (11 years). PZIMX (0.97) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 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 : 4.27 vs. PZIMX (-16.78). JVMIX return over 5 years is better than : 51.24 vs. PZIMX (21.96).
| JVMIX | PZIMX | JVMIX / PZIMX | |
| Total Expense Ratio | 0.87 | 0.90 | 97% |
| Annual Report Gross Expense Ratio | 0.88 | 0.97 | 91% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 7.829 | -2.504 | -313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 102M | 22,843% |
| Annual Yield % from dividends | 0.76 | 1.48 | 52% |
| Returns for 1 year | 4.27 | -16.78 | -25% |
| Returns for 3 years | 15.79 | -18.34 | -86% |
| Returns for 5 years | 51.24 | 21.96 | 233% |
| Returns for 10 years | 43.96 | 21.50 | 204% |
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