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JVMTX vs PZIMX
JVMTX vs PZIMX Comparison
Open Charts JVMTX vs PZIMX
JHancock Disciplined Value Mid Cap R4
Price$28.83
Change+$0.36 (+1.26%)
VolumeN/A
Net Assets22.34B
Pzena Mid Cap Value Instl
Price$12.22
Change+$0.34 (+2.86%)
VolumeN/A
Net Assets105.13M
JVMTX vs PZIMX Comparison Chart in %
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JVMTX vs. PZIMX commentary
Jul 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.3B vs. PZIMX (105M). PZIMX pays higher dividends than JVMTX: PZIMX (1.46) vs JVMTX (0.65). 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: 49.00 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 : 1.47 vs. PZIMX (-14.03). JVMTX return over 5 years is better than : 58.13 vs. PZIMX (35.47).
| 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 | 5.797 | -0.835 | -694% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 105M | 21,238% |
| Annual Yield % from dividends | 0.65 | 1.46 | 45% |
| Returns for 1 year | 1.47 | -14.03 | -11% |
| Returns for 3 years | 20.55 | -13.03 | -158% |
| Returns for 5 years | 58.13 | 35.47 | 164% |
| Returns for 10 years | 42.87 | 23.70 | 181% |
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