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JVMTX vs PZIMX
JVMTX vs PZIMX Comparison
Open Charts JVMTX vs PZIMX
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Pzena Mid Cap Value Instl
Price$11.15
Change+$0.19 (+1.73%)
VolumeN/A
Net Assets104.91M
JVMTX vs PZIMX Comparison Chart
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JVMTX vs. PZIMX commentary
May 09, 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 JVMTX is a Buy and PZIMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. PZIMX (105M). PZIMX pays higher dividends than JVMTX: PZIMX (1.57) vs JVMTX (0.71). JVMTX was incepted earlier than PZIMX: JVMTX (12 years) vs PZIMX (11 years). JVMTX (1.11) is less costly to investors than PZIMX (0.99). JVMTX is a more actively managed with annual turnover of: 47.00 vs. PZIMX (39.00). JVMTX has a lower initial minimum investment than PZIMX: JVMTX (0) vs PZIMX (1000000). JVMTX annual gain was more profitable for investors over the last year : -8.15 vs. PZIMX (-23.04). JVMTX return over 5 years is better than : 52.25 vs. PZIMX (35.87).
| JVMTX | PZIMX | JVMTX / PZIMX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.11 | 0.99 | 112% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | -2.304 | -8.514 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 105M | 19,619% |
| Annual Yield % from dividends | 0.71 | 1.57 | 45% |
| Returns for 1 year | -8.15 | -23.04 | 35% |
| Returns for 3 years | 5.30 | -26.09 | -20% |
| Returns for 5 years | 52.25 | 35.87 | 146% |
| Returns for 10 years | 29.98 | 12.19 | 246% |
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