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JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
Price$27.10
Change-$0.42 (-1.53%)
VolumeN/A
Net Assets22.5B
PGIM Quant Solutions Mid-Cap Val Z
Price$24.61
Change-$0.38 (-1.52%)
VolumeN/A
Net Assets169.67M
JVMRX vs SPVZX Comparison Chart
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JVMRX vs. SPVZX commentary
Mar 04, 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: 22.5B vs. SPVZX (170M). SPVZX pays higher dividends than JVMRX: SPVZX (1.94) vs JVMRX (0.93). JVMRX was incepted earlier than SPVZX: JVMRX (14 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 : 10.91 vs. JVMRX (-3.42). SPVZX return over 5 years is better than : 70.65 vs. JVMRX (37.18).
| JVMRX | SPVZX | JVMRX / SPVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 2.153 | 1.215 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 170M | 13,235% |
| Annual Yield % from dividends | 0.93 | 1.94 | 48% |
| Returns for 1 year | -3.42 | 10.91 | -31% |
| Returns for 3 years | 4.52 | 13.59 | 33% |
| Returns for 5 years | 37.18 | 70.65 | 53% |
| Returns for 10 years | 41.05 | 36.72 | 112% |
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