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JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
Price$29.18
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets22.64B
PGIM Quant Solutions Mid-Cap Val Z
Price$25.64
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets162.68M
JVMRX vs SPVZX Comparison Chart in %
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JVMRX vs. SPVZX commentary
Jul 20, 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: 22.6B vs. SPVZX (163M). SPVZX pays higher dividends than JVMRX: SPVZX (1.62) vs JVMRX (0.88). 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 (49.00). 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 : 5.72 vs. JVMRX (-0.16). SPVZX return over 5 years is better than : 102.88 vs. JVMRX (57.88).
| 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 | 8.315 | 3.807 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 163M | 13,865% |
| Annual Yield % from dividends | 0.88 | 1.62 | 54% |
| Returns for 1 year | -0.16 | 5.72 | -3% |
| Returns for 3 years | 21.06 | 31.08 | 68% |
| Returns for 5 years | 57.88 | 102.88 | 56% |
| Returns for 10 years | 48.04 | 40.69 | 118% |
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