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JVMSX vs PZIMX
JVMSX vs PZIMX Comparison
Open Charts JVMSX vs PZIMX
JHancock Disciplined Value Mid Cap R2
Price$31.12
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Pzena Mid Cap Value Instl
Price$14.87
Change-$0.12 (-0.80%)
VolumeN/A
CapitalizationN/A
JVMSX vs PZIMX Comparison Chart
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JVMSX vs. PZIMX commentary
Nov 18, 2024
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 JVMSX is a Buy and PZIMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.8B vs. PZIMX (150M). PZIMX pays higher dividends than JVMSX: PZIMX (1.19) vs JVMSX (0.52). JVMSX was incepted earlier than PZIMX: JVMSX (13 years) vs PZIMX (11 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. PZIMX (35.00). JVMSX has a lower initial minimum investment than PZIMX: JVMSX (0) vs PZIMX (1000000). JVMSX annual gain was more profitable for investors over the last year : 21.08 vs. PZIMX (9.54). JVMSX return over 5 years is better than : 43.15 vs. PZIMX (26.52).
| JVMSX | PZIMX | JVMSX / PZIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 14.202 | 4.940 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 150M | 15,867% |
| Annual Yield % from dividends | 0.52 | 1.19 | 44% |
| Returns for 1 year | 21.08 | 9.54 | 221% |
| Returns for 3 years | 6.66 | -12.49 | -53% |
| Returns for 5 years | 43.15 | 26.52 | 163% |
| Returns for 10 years | 58.32 | 55.33 | 105% |
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