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JVMTX vs PZIMX
JVMTX vs PZIMX Comparison
Open Charts JVMTX vs PZIMX
JHancock Disciplined Value Mid Cap R4
Price$27.93
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets23.13B
Pzena Mid Cap Value Instl
Price$12.31
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets140.33M
JVMTX vs PZIMX Comparison Chart
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JVMTX vs. PZIMX commentary
Jan 19, 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 Hold and PZIMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. PZIMX (140M). PZIMX pays higher dividends than JVMTX: PZIMX (1.19) vs JVMTX (0.73). JVMTX was incepted earlier than PZIMX: JVMTX (12 years) vs PZIMX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. PZIMX (35.00). 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 : 5.52 vs. PZIMX (-9.49). JVMTX return over 5 years is better than : 25.83 vs. PZIMX (1.06).
| JVMTX | PZIMX | JVMTX / PZIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 3.790 | 2.755 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 140M | 16,500% |
| Annual Yield % from dividends | 0.73 | 1.19 | 61% |
| Returns for 1 year | 5.52 | -9.49 | -58% |
| Returns for 3 years | 1.10 | -22.57 | -5% |
| Returns for 5 years | 25.83 | 1.06 | 2,430% |
| Returns for 10 years | 46.91 | 39.67 | 118% |
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