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JVMSX vs PZVMX
JVMSX vs PZVMX Comparison
Open Charts JVMSX vs PZVMX
JHancock Disciplined Value Mid Cap R2
Price$28.04
Change+$0.25 (+0.90%)
VolumeN/A
Net Assets23.09B
Pzena Mid Cap Value Investor
Price$12.79
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets143.58M
JVMSX vs PZVMX Comparison Chart
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JVMSX vs. PZVMX commentary
Jan 31, 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 PZVMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. PZVMX (144M). PZVMX pays higher dividends than JVMSX: PZVMX (0.90) vs JVMSX (0.52). JVMSX was incepted earlier than PZVMX: JVMSX (13 years) vs PZVMX (11 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. PZVMX (35.00). JVMSX has a lower initial minimum investment than PZVMX: JVMSX (0) vs PZVMX (5000). JVMSX annual gain was more profitable for investors over the last year : 4.08 vs. PZVMX (-9.32). JVMSX return over 5 years is better than : 29.59 vs. PZVMX (9.70).
| JVMSX | PZVMX | JVMSX / PZVMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 3.655 | 5.160 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 144M | 16,042% |
| Annual Yield % from dividends | 0.52 | 0.90 | 58% |
| Returns for 1 year | 4.08 | -9.32 | -44% |
| Returns for 3 years | 3.78 | -17.99 | -21% |
| Returns for 5 years | 29.59 | 9.70 | 305% |
| Returns for 10 years | 43.44 | 37.16 | 117% |
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