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JVMIX vs PZVMX
JVMIX vs PZVMX Comparison
Open Charts JVMIX vs PZVMX
JHancock Disciplined Value Mid Cap I
Price$30.02
Change-$0.95 (-3.07%)
VolumeN/A
CapitalizationN/A
Pzena Mid Cap Value Investor
Price$14.32
Change-$0.45 (-3.05%)
VolumeN/A
CapitalizationN/A
JVMIX vs PZVMX Comparison Chart
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JVMIX vs. PZVMX commentary
Dec 19, 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 Hold and PZVMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. PZVMX (144M). PZVMX pays higher dividends than JVMIX: PZVMX (0.90) vs JVMIX (0.84). JVMIX was incepted earlier than PZVMX: JVMIX (28 years) vs PZVMX (11 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. PZVMX (35.00). PZVMX has a lower initial minimum investment than JVMIX: PZVMX (5000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 11.12 vs. PZVMX (-0.49). JVMIX return over 5 years is better than : 42.01 vs. PZVMX (14.82).
| JVMIX | PZVMX | JVMIX / PZVMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 13.153 | -0.556 | -2,368% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 144M | 16,250% |
| Annual Yield % from dividends | 0.84 | 0.90 | 93% |
| Returns for 1 year | 11.12 | -0.49 | -2,286% |
| Returns for 3 years | 17.73 | -4.55 | -390% |
| Returns for 5 years | 42.01 | 14.82 | 283% |
| Returns for 10 years | 60.93 | 47.17 | 129% |
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