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JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
Price$27.58
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.46B
PGIM Quant Solutions Mid-Cap Val Z
Price$24.50
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets157.97M
JVMRX vs SPVZX Comparison Chart
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JVMRX vs. SPVZX commentary
Jun 06, 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 SPVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. SPVZX (158M). SPVZX pays higher dividends than JVMRX: SPVZX (1.69) vs JVMRX (0.91). JVMRX was incepted earlier than SPVZX: JVMRX (14 years) vs SPVZX (20 years). SPVZX (1.00) is less costly to investors than JVMRX (0.76). SPVZX is a more actively managed with annual turnover of: 97.00 vs. JVMRX (47.00). 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 : 5.42 vs. JVMRX (-3.44). SPVZX return over 5 years is better than : 74.93 vs. JVMRX (40.08).
| JVMRX | SPVZX | JVMRX / SPVZX | |
| Total Expense Ratio | 0.75 | 0.89 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 1.00 | 76% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 2.339 | -0.729 | -321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 158M | 13,608% |
| Annual Yield % from dividends | 0.91 | 1.69 | 54% |
| Returns for 1 year | -3.44 | 5.42 | -63% |
| Returns for 3 years | 5.97 | 10.68 | 56% |
| Returns for 5 years | 40.08 | 74.93 | 53% |
| Returns for 10 years | 38.60 | 33.85 | 114% |
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