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JVMSX vs PZIMX
JVMSX vs PZIMX Comparison
Open Charts JVMSX vs PZIMX
JHancock Disciplined Value Mid Cap R2
Price$24.20
Change-$0.83 (-3.32%)
VolumeN/A
Net Assets19.9B
Pzena Mid Cap Value Instl
Price$10.40
Change-$0.49 (-4.50%)
VolumeN/A
Net Assets123.46M
JVMSX vs PZIMX Comparison Chart
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JVMSX vs. PZIMX commentary
Apr 11, 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 StrongBuy and PZIMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 19.9B vs. PZIMX (123M). PZIMX pays higher dividends than JVMSX: PZIMX (1.49) vs JVMSX (0.45). 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 : -12.83 vs. PZIMX (-23.69). JVMSX return over 5 years is better than : 47.88 vs. PZIMX (38.09).
| 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 | -6.639 | -9.098 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 123M | 16,179% |
| Annual Yield % from dividends | 0.45 | 1.49 | 30% |
| Returns for 1 year | -12.83 | -23.69 | 54% |
| Returns for 3 years | -5.90 | -28.39 | 21% |
| Returns for 5 years | 47.88 | 38.09 | 126% |
| Returns for 10 years | 22.46 | 12.75 | 176% |
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