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JVMTX vs PZIMX
JVMTX vs PZIMX Comparison
Open Charts JVMTX vs PZIMX
JHancock Disciplined Value Mid Cap R4
Price$27.52
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.45B
Pzena Mid Cap Value Instl
Price$11.62
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets104.35M
JVMTX vs PZIMX Comparison Chart
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JVMTX vs. PZIMX commentary
Jun 07, 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: 21.5B vs. PZIMX (104M). PZIMX pays higher dividends than JVMTX: PZIMX (1.50) vs JVMTX (0.67). 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 : -3.69 vs. PZIMX (-17.83). JVMTX return over 5 years is better than : 38.93 vs. PZIMX (15.59).
| 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 | 2.230 | -2.922 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 104M | 20,673% |
| Annual Yield % from dividends | 0.67 | 1.50 | 45% |
| Returns for 1 year | -3.69 | -17.83 | 21% |
| Returns for 3 years | 5.40 | -25.29 | -21% |
| Returns for 5 years | 38.93 | 15.59 | 250% |
| Returns for 10 years | 36.46 | 19.95 | 183% |
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