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JVMTX vs SPVZX
JVMTX vs SPVZX Comparison
Open Charts JVMTX vs SPVZX
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
PGIM Quant Solutions Mid-Cap Val Z
Price$25.91
Change-$0.17 (-0.65%)
VolumeN/A
CapitalizationN/A
JVMTX vs SPVZX Comparison Chart
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JVMTX vs. SPVZX commentary
Nov 18, 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 SPVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. SPVZX (182M). 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 : 28.48 vs. JVMTX (21.44). SPVZX return over 5 years is better than : 49.08 vs. JVMTX (44.38).
| 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 | 14.484 | 15.258 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 182M | 13,077% |
| Annual Yield % from dividends | 0.73 | 1.94 | 38% |
| Returns for 1 year | 21.44 | 28.48 | 75% |
| Returns for 3 years | 7.23 | 13.83 | 52% |
| Returns for 5 years | 44.38 | 49.08 | 90% |
| Returns for 10 years | 60.91 | 34.76 | 175% |
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