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JVMSX vs PZVMX
JVMSX vs PZVMX Comparison
Open Charts JVMSX vs PZVMX
JHancock Disciplined Value Mid Cap R2
Price$28.96
Change-$0.40 (-1.36%)
VolumeN/A
CapitalizationN/A
Pzena Mid Cap Value Investor
Price$14.81
Change-$0.24 (-1.59%)
VolumeN/A
CapitalizationN/A
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JVMSX vs PZVMX Comparison Chart
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JVMSX vs. PZVMX commentary
Sep 08, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.3B vs. PZVMX (150M). PZVMX pays higher dividends than JVMSX: PZVMX (0.90) vs JVMSX (0.52). JVMSX was incepted earlier than PZVMX: JVMSX (13 years) vs PZVMX (10 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 : 13.01 vs. PZVMX (9.33). JVMSX return over 5 years is better than : 40.35 vs. PZVMX (37.93).
| JVMSX | PZVMX | JVMSX / PZVMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 7.743 | 4.514 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 150M | 14,867% |
| Annual Yield % from dividends | 0.52 | 0.90 | 58% |
| Returns for 1 year | 13.01 | 9.33 | 139% |
| Returns for 3 years | 5.44 | -7.75 | -70% |
| Returns for 5 years | 40.35 | 37.93 | 106% |
| Returns for 10 years | 51.40 | 49.90 | 103% |