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JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
PGIM Quant Solutions Mid-Cap Val Z
Price$23.85
Change+$0.20 (+0.85%)
VolumeN/A
Net Assets154.66M
JVMRX vs SPVZX Comparison Chart
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JVMRX vs. SPVZX commentary
May 09, 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: 20.6B vs. SPVZX (155M). SPVZX pays higher dividends than JVMRX: SPVZX (1.77) vs JVMRX (0.96). JVMRX was incepted earlier than SPVZX: JVMRX (14 years) vs SPVZX (19 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 : 0.95 vs. JVMRX (-7.91). SPVZX return over 5 years is better than : 105.38 vs. JVMRX (53.53).
| 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 | 19 years | - |
| Gain YTD | -2.227 | -4.901 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 155M | 13,290% |
| Annual Yield % from dividends | 0.96 | 1.77 | 54% |
| Returns for 1 year | -7.91 | 0.95 | -833% |
| Returns for 3 years | 5.83 | 8.48 | 69% |
| Returns for 5 years | 53.53 | 105.38 | 51% |
| Returns for 10 years | 31.98 | 25.96 | 123% |
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