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JVMIX vs PZIMX
JVMIX vs PZIMX Comparison
Open Charts JVMIX vs PZIMX
JHancock Disciplined Value Mid Cap I
Price$27.92
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets23.95B
Pzena Mid Cap Value Instl
Price$11.59
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets94.88M
JVMIX vs PZIMX Comparison Chart in %
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JVMIX vs. PZIMX commentary
Dec 28, 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 Hold and PZIMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. PZIMX (94.9M). PZIMX pays higher dividends than JVMIX: PZIMX (1.47) vs JVMIX (0.74). JVMIX was incepted earlier than PZIMX: JVMIX (29 years) vs PZIMX (12 years). PZIMX (0.97) is less costly to investors than JVMIX (0.86). 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 : 2.38 vs. PZIMX (-4.29). JVMIX return over 5 years is better than : 23.98 vs. PZIMX (-7.38).
| JVMIX | PZIMX | JVMIX / PZIMX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.86 | 0.97 | 89% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 3.599 | -3.255 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 94.9M | 25,184% |
| Annual Yield % from dividends | 0.74 | 1.47 | 50% |
| Returns for 1 year | 2.38 | -4.29 | -56% |
| Returns for 3 years | 16.35 | -6.66 | -246% |
| Returns for 5 years | 23.98 | -7.38 | -325% |
| Returns for 10 years | 50.19 | 31.09 | 161% |
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