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JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.48B
PGIM Quant Solutions Mid-Cap Val Z
Price$26.72
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets160.88M
JVMRX vs SPVZX Comparison Chart in %
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JVMRX vs. SPVZX commentary
Nov 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 Hold and SPVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. SPVZX (161M). SPVZX pays higher dividends than JVMRX: SPVZX (1.53) vs JVMRX (0.85). 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 : 4.46 vs. JVMRX (-6.89). SPVZX return over 5 years is better than : 70.94 vs. JVMRX (32.02).
| 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 | 7.721 | 7.898 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 161M | 14,596% |
| Annual Yield % from dividends | 0.85 | 1.53 | 56% |
| Returns for 1 year | -6.89 | 4.46 | -154% |
| Returns for 3 years | 12.78 | 29.30 | 44% |
| Returns for 5 years | 32.02 | 70.94 | 45% |
| Returns for 10 years | 45.75 | 50.75 | 90% |
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