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JVMTX vs PZIMX
JVMTX vs PZIMX Comparison
Open Charts JVMTX vs PZIMX
JHancock Disciplined Value Mid Cap R4
Price$24.31
Change-$0.83 (-3.30%)
VolumeN/A
Net Assets19.9B
Pzena Mid Cap Value Instl
Price$10.40
Change-$0.49 (-4.50%)
VolumeN/A
Net Assets123.46M
JVMTX vs PZIMX Comparison Chart
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JVMTX vs. PZIMX commentary
Apr 11, 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 StrongBuy and PZIMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.9B vs. PZIMX (123M). PZIMX pays higher dividends than JVMTX: PZIMX (1.49) vs JVMTX (0.69). 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 : -12.59 vs. PZIMX (-23.69). JVMTX return over 5 years is better than : 49.15 vs. PZIMX (38.09).
| 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 | -6.577 | -9.098 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 123M | 16,179% |
| Annual Yield % from dividends | 0.69 | 1.49 | 46% |
| Returns for 1 year | -12.59 | -23.69 | 53% |
| Returns for 3 years | -5.39 | -28.39 | 19% |
| Returns for 5 years | 49.15 | 38.09 | 129% |
| Returns for 10 years | 24.53 | 12.75 | 192% |
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