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JVMIX vs PZIMX
JVMIX vs PZIMX Comparison
Open Charts JVMIX vs PZIMX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Pzena Mid Cap Value Instl
Price$12.12
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets105.34M
JVMIX vs PZIMX Comparison Chart in %
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JVMIX vs. PZIMX commentary
Aug 17, 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 JVMIX is a Buy and PZIMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. PZIMX (105M). PZIMX pays higher dividends than JVMIX: PZIMX (1.48) vs JVMIX (0.76). JVMIX was incepted earlier than PZIMX: JVMIX (28 years) vs PZIMX (11 years). PZIMX (0.97) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. PZIMX (35.00). JVMIX has a lower initial minimum investment than PZIMX: JVMIX (250000) vs PZIMX (1000000). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. PZIMX (-17.02). JVMIX return over 5 years is better than : 51.28 vs. PZIMX (22.42).
| JVMIX | PZIMX | JVMIX / PZIMX | |
| Total Expense Ratio | 0.87 | 0.90 | 97% |
| Annual Report Gross Expense Ratio | 0.88 | 0.97 | 91% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 9.833 | 1.169 | 841% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 105M | 22,476% |
| Annual Yield % from dividends | 0.76 | 1.48 | 52% |
| Returns for 1 year | 2.91 | -17.02 | -17% |
| Returns for 3 years | 13.32 | -19.58 | -68% |
| Returns for 5 years | 51.28 | 22.42 | 229% |
| Returns for 10 years | 46.08 | 26.93 | 171% |
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