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JVMSX vs PZIMX
JVMSX vs PZIMX Comparison
Open Charts JVMSX vs PZIMX
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
VolumeN/A
CapitalizationN/A
Pzena Mid Cap Value Instl
Price$15.02
Change-$0.13 (-0.86%)
VolumeN/A
CapitalizationN/A
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JVMSX vs PZIMX Comparison Chart
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JVMSX vs. PZIMX commentary
Sep 22, 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: 23.3B vs. PZIMX (153M). PZIMX pays higher dividends than JVMSX: PZIMX (1.19) vs JVMSX (0.52). JVMSX was incepted earlier than PZIMX: JVMSX (13 years) vs PZIMX (10 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 : 18.97 vs. PZIMX (14.30). JVMSX return over 5 years is better than : 42.48 vs. PZIMX (35.86).
| JVMSX | PZIMX | JVMSX / PZIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 10.826 | 5.999 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 153M | 15,229% |
| Annual Yield % from dividends | 0.52 | 1.19 | 44% |
| Returns for 1 year | 18.97 | 14.30 | 133% |
| Returns for 3 years | 12.80 | -0.22 | -5,772% |
| Returns for 5 years | 42.48 | 35.86 | 118% |
| Returns for 10 years | 60.77 | 59.69 | 102% |