Interact to see
Advertisement
Advertisement
JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
Price$28.34
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
PGIM Quant Solutions Mid-Cap Val Z
Price$25.18
Change+$0.27 (+1.08%)
VolumeN/A
Net Assets159.25M
JVMRX vs SPVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. SPVZX commentary
Jun 27, 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: 21.7B vs. SPVZX (159M). 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 (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 : 9.03 vs. JVMRX (-0.45). SPVZX return over 5 years is better than : 109.70 vs. JVMRX (62.32).
| 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 | 4.195 | 0.891 | 471% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 159M | 13,648% |
| Annual Yield % from dividends | 0.91 | 1.69 | 54% |
| Returns for 1 year | -0.45 | 9.03 | -5% |
| Returns for 3 years | 17.41 | 24.63 | 71% |
| Returns for 5 years | 62.32 | 109.70 | 57% |
| Returns for 10 years | 43.93 | 37.13 | 118% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers