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JVMIX vs PZVMX
JVMIX vs PZVMX Comparison
Open Charts JVMIX vs PZVMX
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
Pzena Mid Cap Value Investor
Price$12.54
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets140.33M
JVMIX vs PZVMX Comparison Chart
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JVMIX vs. PZVMX commentary
Jan 19, 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 PZVMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. PZVMX (140M). 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 : 5.70 vs. PZVMX (-9.60). JVMIX return over 5 years is better than : 26.40 vs. PZVMX (0.29).
| 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 | 3.785 | 2.703 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 140M | 16,500% |
| Annual Yield % from dividends | 0.84 | 0.90 | 93% |
| Returns for 1 year | 5.70 | -9.60 | -59% |
| Returns for 3 years | 1.40 | -22.67 | -6% |
| Returns for 5 years | 26.40 | 0.29 | 9,073% |
| Returns for 10 years | 48.25 | 37.31 | 129% |
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