Ad is loading...
JVMSX vs PZIMX
JVMSX vs PZIMX Comparison
Open Charts JVMSX vs PZIMX
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
Pzena Mid Cap Value Instl
Price$11.15
Change+$0.19 (+1.73%)
VolumeN/A
Net Assets104.91M
JVMSX vs PZIMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. PZIMX commentary
May 09, 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 JVMSX is a Buy and PZIMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. PZIMX (105M). PZIMX pays higher dividends than JVMSX: PZIMX (1.57) vs JVMSX (0.46). JVMSX was incepted earlier than PZIMX: JVMSX (13 years) vs PZIMX (11 years). JVMSX (1.26) is less costly to investors than PZIMX (0.99). JVMSX is a more actively managed with annual turnover of: 47.00 vs. PZIMX (39.00). 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 : -8.45 vs. PZIMX (-22.99). JVMSX return over 5 years is better than : 50.94 vs. PZIMX (35.13).
| JVMSX | PZIMX | JVMSX / PZIMX | |
| Total Expense Ratio | 1.25 | 0.90 | 139% |
| Annual Report Gross Expense Ratio | 1.26 | 0.99 | 127% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | -2.424 | -9.015 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 105M | 19,619% |
| Annual Yield % from dividends | 0.46 | 1.57 | 29% |
| Returns for 1 year | -8.45 | -22.99 | 37% |
| Returns for 3 years | 4.66 | -28.19 | -17% |
| Returns for 5 years | 50.94 | 35.13 | 145% |
| Returns for 10 years | 27.80 | 11.79 | 236% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BIT | 14.18 | 0.03 | +0.21% |
| BLACKROCK MULTI-SECTOR Income TRUST | |||
| ANGL | 28.26 | 0.04 | +0.14% |
| VanEck Fallen Angel HiYld Bd ETF | |||
| UPV | 71.39 | -0.31 | -0.43% |
| ProShares Ultra FTSE Europe | |||
| FIVA | 27.77 | -0.13 | -0.47% |
| Fidelity International Value Factor ETF | |||
| INQQ | 15.31 | -0.12 | -0.81% |
| INQQ The India Internet ETF | |||