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JVMSX vs SPVZX
JVMSX vs SPVZX Comparison
Open Charts JVMSX vs SPVZX
JHancock Disciplined Value Mid Cap R2
Price$28.67
Change-$0.17 (-0.59%)
VolumeN/A
Net Assets23.32B
PGIM Quant Solutions Mid-Cap Val Z
Price$25.44
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets160.83M
JVMSX vs SPVZX Comparison Chart in %
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JVMSX vs. SPVZX commentary
Aug 08, 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 SPVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. SPVZX (161M). SPVZX pays higher dividends than JVMSX: SPVZX (1.61) vs JVMSX (0.41). JVMSX was incepted earlier than SPVZX: JVMSX (13 years) vs SPVZX (20 years). JVMSX (1.26) is less costly to investors than SPVZX (1.00). SPVZX is a more actively managed with annual turnover of: 97.00 vs. JVMSX (49.00). JVMSX (0) and SPVZX (0) have matching initial minimum investment requirements. SPVZX annual gain was more profitable for investors over the last year : 11.07 vs. JVMSX (3.79). SPVZX return over 5 years is better than : 93.20 vs. JVMSX (49.13).
| JVMSX | SPVZX | JVMSX / SPVZX | |
| Total Expense Ratio | 1.25 | 0.89 | 140% |
| Annual Report Gross Expense Ratio | 1.26 | 1.00 | 126% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 7.572 | 3.443 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 161M | 14,472% |
| Annual Yield % from dividends | 0.41 | 1.61 | 26% |
| Returns for 1 year | 3.79 | 11.07 | 34% |
| Returns for 3 years | 14.79 | 22.08 | 67% |
| Returns for 5 years | 49.13 | 93.20 | 53% |
| Returns for 10 years | 40.29 | 38.68 | 104% |
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