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JVMSX vs PZVMX
JVMSX vs PZVMX Comparison
Open Charts JVMSX vs PZVMX
JHancock Disciplined Value Mid Cap R2
Price$25.03
Change+$1.81 (+7.80%)
VolumeN/A
Net Assets18.48B
Pzena Mid Cap Value Investor
Price$11.09
Change+$0.92 (+9.05%)
VolumeN/A
Net Assets113.23M
JVMSX vs PZVMX Comparison Chart
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JVMSX vs. PZVMX commentary
Apr 10, 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 Hold and PZVMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 18.5B vs. PZVMX (113M). PZVMX pays higher dividends than JVMSX: PZVMX (1.09) vs JVMSX (0.45). 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 : -18.94 vs. PZVMX (-29.88). JVMSX return over 5 years is better than : 39.84 vs. PZVMX (28.63).
| 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 | -11.712 | -14.824 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 113M | 16,372% |
| Annual Yield % from dividends | 0.45 | 1.09 | 41% |
| Returns for 1 year | -18.94 | -29.88 | 63% |
| Returns for 3 years | -11.80 | -33.24 | 35% |
| Returns for 5 years | 39.84 | 28.63 | 139% |
| Returns for 10 years | 15.36 | 3.71 | 414% |
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