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JVMRX vs PZIMX
JVMRX vs PZIMX Comparison
Open Charts JVMRX vs PZIMX
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Pzena Mid Cap Value Instl
Price$11.15
Change+$0.19 (+1.73%)
VolumeN/A
Net Assets104.91M
JVMRX vs PZIMX Comparison Chart
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JVMRX vs. PZIMX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. PZIMX (105M). PZIMX pays higher dividends than JVMRX: PZIMX (1.57) vs JVMRX (0.96). JVMRX was incepted earlier than PZIMX: JVMRX (14 years) vs PZIMX (11 years). PZIMX (0.99) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. PZIMX (39.00). JVMRX (1000000) and PZIMX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -7.91 vs. PZIMX (-23.04). JVMRX return over 5 years is better than : 53.53 vs. PZIMX (35.87).
| JVMRX | PZIMX | JVMRX / PZIMX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.76 | 0.99 | 77% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -2.227 | -8.514 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 105M | 19,619% |
| Annual Yield % from dividends | 0.96 | 1.57 | 61% |
| Returns for 1 year | -7.91 | -23.04 | 34% |
| Returns for 3 years | 5.83 | -26.09 | -22% |
| Returns for 5 years | 53.53 | 35.87 | 149% |
| Returns for 10 years | 31.98 | 12.19 | 262% |
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