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JVMRX vs PZIMX
JVMRX vs PZIMX Comparison
Open Charts JVMRX vs PZIMX
JHancock Disciplined Value Mid Cap R6
Price$29.71
Change-$0.37 (-1.23%)
VolumeN/A
Net Assets24.22B
Pzena Mid Cap Value Instl
Price$11.97
Change-$0.15 (-1.24%)
VolumeN/A
Net Assets98.87M
JVMRX vs PZIMX Comparison Chart in %
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JVMRX vs. PZIMX commentary
Oct 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 JVMRX is a Buy and PZIMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. PZIMX (98.9M). PZIMX pays higher dividends than JVMRX: PZIMX (1.43) vs JVMRX (0.84). JVMRX was incepted earlier than PZIMX: JVMRX (14 years) vs PZIMX (12 years). PZIMX (0.97) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. PZIMX (35.00). JVMRX (1000000) and PZIMX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -1.20 vs. PZIMX (-16.69). JVMRX return over 5 years is better than : 49.87 vs. PZIMX (18.88).
| JVMRX | PZIMX | JVMRX / PZIMX | |
| Total Expense Ratio | 0.74 | 0.90 | 82% |
| Annual Report Gross Expense Ratio | 0.75 | 0.97 | 77% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 11.656 | 1.169 | 997% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 98.9M | 24,469% |
| Annual Yield % from dividends | 0.84 | 1.43 | 58% |
| Returns for 1 year | -1.20 | -16.69 | 7% |
| Returns for 3 years | 31.20 | -6.13 | -509% |
| Returns for 5 years | 49.87 | 18.88 | 264% |
| Returns for 10 years | 55.07 | 31.35 | 176% |
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