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JVMIX vs PZVMX
JVMIX vs PZVMX Comparison
Open Charts JVMIX vs PZVMX
JHancock Disciplined Value Mid Cap I
Price$29.17
Change-$0.40 (-1.35%)
VolumeN/A
CapitalizationN/A
Pzena Mid Cap Value Investor
Price$14.81
Change-$0.24 (-1.59%)
VolumeN/A
CapitalizationN/A
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JVMIX vs PZVMX Comparison Chart
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JVMIX vs. PZVMX commentary
Sep 08, 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 StrongBuy and PZVMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.3B 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 (10 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 : 13.48 vs. PZVMX (9.33). JVMIX return over 5 years is better than : 42.15 vs. PZVMX (37.93).
| JVMIX | PZVMX | JVMIX / PZVMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 8.038 | 4.514 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 150M | 14,867% |
| Annual Yield % from dividends | 0.84 | 0.90 | 93% |
| Returns for 1 year | 13.48 | 9.33 | 144% |
| Returns for 3 years | 6.32 | -7.75 | -82% |
| Returns for 5 years | 42.15 | 37.93 | 111% |
| Returns for 10 years | 55.34 | 49.90 | 111% |