Ad is loading...
JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
Price$24.35
Change-$0.83 (-3.30%)
VolumeN/A
Net Assets19.9B
PGIM Quant Solutions Mid-Cap Val Z
Price$21.73
Change-$0.86 (-3.81%)
VolumeN/A
Net Assets149.66M
JVMRX vs SPVZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. SPVZX commentary
Apr 11, 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 StrongBuy and SPVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.9B vs. SPVZX (150M). SPVZX pays higher dividends than JVMRX: SPVZX (1.72) vs JVMRX (0.94). 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 : -2.71 vs. JVMRX (-12.36). SPVZX return over 5 years is better than : 100.37 vs. JVMRX (50.36).
| 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 | -6.533 | -8.505 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 150M | 13,267% |
| Annual Yield % from dividends | 0.94 | 1.72 | 54% |
| Returns for 1 year | -12.36 | -2.71 | 456% |
| Returns for 3 years | -4.90 | 1.39 | -351% |
| Returns for 5 years | 50.36 | 100.37 | 50% |
| Returns for 10 years | 26.40 | 20.57 | 128% |
View a ticker or compare two or three
VS
VS
Ad is loading...