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JVMIX vs PZVMX
JVMIX vs PZVMX Comparison
Open Charts JVMIX vs PZVMX
JHancock Disciplined Value Mid Cap I
Price$31.37
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Pzena Mid Cap Value Investor
Price$15.06
Change-$0.12 (-0.79%)
VolumeN/A
CapitalizationN/A
JVMIX vs PZVMX Comparison Chart
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JVMIX vs. PZVMX 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 PZVMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.8B vs. PZVMX (150M). PZVMX pays higher dividends than JVMIX: PZVMX (0.90) vs JVMIX (0.84). JVMIX was incepted earlier than PZVMX: JVMIX (27 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 : 21.59 vs. PZVMX (9.24). JVMIX return over 5 years is better than : 45.01 vs. PZVMX (25.34).
| JVMIX | PZVMX | JVMIX / PZVMX | |
| 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 | 4.583 | 319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 150M | 15,867% |
| Annual Yield % from dividends | 0.84 | 0.90 | 93% |
| Returns for 1 year | 21.59 | 9.24 | 234% |
| Returns for 3 years | 7.53 | -12.75 | -59% |
| Returns for 5 years | 45.01 | 25.34 | 178% |
| Returns for 10 years | 62.42 | 52.34 | 119% |
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