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JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
Price$28.19
Change+$0.26 (+0.93%)
VolumeN/A
Net Assets23.09B
PGIM Quant Solutions Mid-Cap Val Z
Price$26.04
Change+$0.25 (+0.97%)
VolumeN/A
Net Assets179.1M
JVMRX vs SPVZX Comparison Chart
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JVMRX vs. SPVZX commentary
Jan 31, 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 StrongBuy and SPVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. SPVZX (179M). SPVZX pays higher dividends than JVMRX: SPVZX (1.94) vs JVMRX (0.93). JVMRX was incepted earlier than SPVZX: JVMRX (13 years) vs SPVZX (19 years). SPVZX is a more actively managed with annual turnover of: 70.00 vs. JVMRX (41.00). SPVZX has a lower initial minimum investment than JVMRX: SPVZX (0) vs JVMRX (1000000). SPVZX annual gain was more profitable for investors over the last year : 19.04 vs. JVMRX (4.64). SPVZX return over 5 years is better than : 56.95 vs. JVMRX (31.79).
| JVMRX | SPVZX | JVMRX / SPVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 3.675 | 4.455 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 179M | 12,905% |
| Annual Yield % from dividends | 0.93 | 1.94 | 48% |
| Returns for 1 year | 4.64 | 19.04 | 24% |
| Returns for 3 years | 4.90 | 16.72 | 29% |
| Returns for 5 years | 31.79 | 56.95 | 56% |
| Returns for 10 years | 48.05 | 43.62 | 110% |
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