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JVMTX vs SPVZX
JVMTX vs SPVZX Comparison
Open Charts JVMTX vs SPVZX
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
PGIM Quant Solutions Mid-Cap Val Z
Price$24.93
Change-$0.86 (-3.33%)
VolumeN/A
CapitalizationN/A
JVMTX vs SPVZX Comparison Chart
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JVMTX vs. SPVZX commentary
Dec 19, 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 Hold and SPVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. SPVZX (179M). SPVZX pays higher dividends than JVMTX: SPVZX (1.94) vs JVMTX (0.73). JVMTX was incepted earlier than SPVZX: JVMTX (11 years) vs SPVZX (19 years). SPVZX is a more actively managed with annual turnover of: 70.00 vs. JVMTX (41.00). JVMTX (0) and SPVZX (0) have matching initial minimum investment requirements. SPVZX annual gain was more profitable for investors over the last year : 17.20 vs. JVMTX (11.00). SPVZX return over 5 years is better than : 45.94 vs. JVMTX (41.32).
| JVMTX | SPVZX | JVMTX / SPVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 13.021 | 15.658 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 179M | 13,073% |
| Annual Yield % from dividends | 0.73 | 1.94 | 38% |
| Returns for 1 year | 11.00 | 17.20 | 64% |
| Returns for 3 years | 17.45 | 19.02 | 92% |
| Returns for 5 years | 41.32 | 45.94 | 90% |
| Returns for 10 years | 59.48 | 41.44 | 144% |
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