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JVMTX vs PZIMX
JVMTX vs PZIMX Comparison
Open Charts JVMTX vs PZIMX
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Pzena Mid Cap Value Instl
Price$15.02
Change-$0.13 (-0.86%)
VolumeN/A
CapitalizationN/A
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JVMTX vs PZIMX Comparison Chart
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JVMTX vs. PZIMX commentary
Sep 22, 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 JVMTX is a Buy and PZIMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. PZIMX (153M). PZIMX pays higher dividends than JVMTX: PZIMX (1.19) vs JVMTX (0.73). JVMTX was incepted earlier than PZIMX: JVMTX (11 years) vs PZIMX (10 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 : 19.27 vs. PZIMX (14.30). JVMTX return over 5 years is better than : 43.64 vs. PZIMX (35.86).
| JVMTX | PZIMX | JVMTX / PZIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 11.010 | 5.999 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 153M | 15,229% |
| Annual Yield % from dividends | 0.73 | 1.19 | 61% |
| Returns for 1 year | 19.27 | 14.30 | 135% |
| Returns for 3 years | 13.38 | -0.22 | -6,034% |
| Returns for 5 years | 43.64 | 35.86 | 122% |
| Returns for 10 years | 63.34 | 59.69 | 106% |