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JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
PGIM Quant Solutions Mid-Cap Val Z
Price$26.70
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets166.1M
JVMRX vs SPVZX Comparison Chart in %
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JVMRX vs. SPVZX commentary
Aug 30, 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: 24B vs. SPVZX (166M). SPVZX pays higher dividends than JVMRX: SPVZX (1.61) vs JVMRX (0.86). 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 : 9.02 vs. JVMRX (0.90). SPVZX return over 5 years is better than : 95.66 vs. JVMRX (53.09).
| 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 | 11.507 | 8.303 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 166M | 14,458% |
| Annual Yield % from dividends | 0.86 | 1.61 | 54% |
| Returns for 1 year | 0.90 | 9.02 | 10% |
| Returns for 3 years | 20.98 | 29.00 | 72% |
| Returns for 5 years | 53.09 | 95.66 | 55% |
| Returns for 10 years | 58.84 | 53.19 | 111% |
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