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JVMTX vs SPVZX
JVMTX vs SPVZX Comparison
Open Charts JVMTX vs SPVZX
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
PGIM Quant Solutions Mid-Cap Val Z
Price$23.85
Change+$0.20 (+0.85%)
VolumeN/A
Net Assets154.66M
JVMTX vs SPVZX Comparison Chart
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JVMTX vs. SPVZX commentary
May 09, 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 SPVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. SPVZX (155M). SPVZX pays higher dividends than JVMTX: SPVZX (1.77) vs JVMTX (0.71). JVMTX was incepted earlier than SPVZX: JVMTX (12 years) vs SPVZX (19 years). JVMTX (1.11) is less costly to investors than SPVZX (1.00). SPVZX is a more actively managed with annual turnover of: 97.00 vs. JVMTX (47.00). JVMTX (0) and SPVZX (0) have matching initial minimum investment requirements. SPVZX annual gain was more profitable for investors over the last year : 0.95 vs. JVMTX (-8.15). SPVZX return over 5 years is better than : 105.38 vs. JVMTX (52.25).
| JVMTX | SPVZX | JVMTX / SPVZX | |
| Total Expense Ratio | 1.00 | 0.89 | 112% |
| Annual Report Gross Expense Ratio | 1.11 | 1.00 | 111% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | -2.304 | -4.901 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 155M | 13,290% |
| Annual Yield % from dividends | 0.71 | 1.77 | 40% |
| Returns for 1 year | -8.15 | 0.95 | -858% |
| Returns for 3 years | 5.30 | 8.48 | 62% |
| Returns for 5 years | 52.25 | 105.38 | 50% |
| Returns for 10 years | 29.98 | 25.96 | 115% |
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