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JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
Price$29.71
Change-$0.37 (-1.23%)
VolumeN/A
Net Assets24.22B
PGIM Quant Solutions Mid-Cap Val Z
Price$26.84
Change-$0.24 (-0.89%)
VolumeN/A
Net Assets166.09M
JVMRX vs SPVZX Comparison Chart in %
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JVMRX vs. SPVZX commentary
Oct 10, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. SPVZX (166M). SPVZX pays higher dividends than JVMRX: SPVZX (1.52) vs JVMRX (0.84). JVMRX was incepted earlier than SPVZX: JVMRX (14 years) vs SPVZX (20 years). SPVZX (1.00) is less costly to investors than JVMRX (0.75). 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 : 8.32 vs. JVMRX (-1.20). SPVZX return over 5 years is better than : 95.09 vs. JVMRX (49.87).
| JVMRX | SPVZX | JVMRX / SPVZX | |
| Total Expense Ratio | 0.74 | 0.89 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 1.00 | 75% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 11.656 | 9.680 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 166M | 14,578% |
| Annual Yield % from dividends | 0.84 | 1.52 | 55% |
| Returns for 1 year | -1.20 | 8.32 | -14% |
| Returns for 3 years | 31.20 | 46.73 | 67% |
| Returns for 5 years | 49.87 | 95.09 | 52% |
| Returns for 10 years | 55.07 | 52.49 | 105% |
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