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JVMIX vs PZVMX
JVMIX vs PZVMX Comparison
Open Charts JVMIX vs PZVMX
JHancock Disciplined Value Mid Cap I
Price$25.19
Change+$1.82 (+7.79%)
VolumeN/A
Net Assets18.48B
Pzena Mid Cap Value Investor
Price$11.09
Change+$0.92 (+9.05%)
VolumeN/A
Net Assets113.23M
JVMIX vs PZVMX Comparison Chart
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JVMIX vs. PZVMX commentary
Apr 10, 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: 18.5B vs. PZVMX (113M). PZVMX pays higher dividends than JVMIX: PZVMX (1.09) vs JVMIX (0.83). JVMIX was incepted earlier than PZVMX: JVMIX (28 years) vs PZVMX (11 years). PZVMX (1.34) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. PZVMX (39.00). 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 : -18.59 vs. PZVMX (-29.88). JVMIX return over 5 years is better than : 41.71 vs. PZVMX (28.63).
| JVMIX | PZVMX | JVMIX / PZVMX | |
| Total Expense Ratio | 0.87 | 1.25 | 70% |
| Annual Report Gross Expense Ratio | 0.88 | 1.34 | 66% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | -11.614 | -14.824 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 113M | 16,372% |
| Annual Yield % from dividends | 0.83 | 1.09 | 76% |
| Returns for 1 year | -18.59 | -29.88 | 62% |
| Returns for 3 years | -11.01 | -33.24 | 33% |
| Returns for 5 years | 41.71 | 28.63 | 146% |
| Returns for 10 years | 18.39 | 3.71 | 496% |
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