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JVMSX vs PZVMX
JVMSX vs PZVMX Comparison
Open Charts JVMSX vs PZVMX
JHancock Disciplined Value Mid Cap R2
Price$26.96
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets21.19B
Pzena Mid Cap Value Investor
Price$11.63
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets108.82M
JVMSX vs PZVMX Comparison Chart
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JVMSX vs. PZVMX commentary
May 25, 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 PZVMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.2B vs. PZVMX (109M). PZVMX pays higher dividends than JVMSX: PZVMX (1.14) vs JVMSX (0.46). JVMSX was incepted earlier than PZVMX: JVMSX (13 years) vs PZVMX (11 years). PZVMX (1.34) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. PZVMX (39.00). 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 : -5.65 vs. PZVMX (-19.16). JVMSX return over 5 years is better than : 55.56 vs. PZVMX (41.65).
| JVMSX | PZVMX | JVMSX / PZVMX | |
| Total Expense Ratio | 1.25 | 1.25 | 100% |
| Annual Report Gross Expense Ratio | 1.26 | 1.34 | 94% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 0.559 | -4.750 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 109M | 19,450% |
| Annual Yield % from dividends | 0.46 | 1.14 | 40% |
| Returns for 1 year | -5.65 | -19.16 | 29% |
| Returns for 3 years | 8.08 | -22.62 | -36% |
| Returns for 5 years | 55.56 | 41.65 | 133% |
| Returns for 10 years | 31.15 | 15.32 | 203% |
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