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JVMIX vs PZIMX
JVMIX vs PZIMX Comparison
Open Charts JVMIX vs PZIMX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Pzena Mid Cap Value Instl
Price$12.35
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets109.25M
JVMIX vs PZIMX Comparison Chart in %
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JVMIX vs. PZIMX commentary
Jul 07, 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 StrongBuy and PZIMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. PZIMX (109M). PZIMX pays higher dividends than JVMIX: PZIMX (1.46) vs JVMIX (0.78). JVMIX was incepted earlier than PZIMX: JVMIX (28 years) vs PZIMX (11 years). PZIMX (0.99) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. PZIMX (39.00). 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 : 3.45 vs. PZIMX (-10.88). JVMIX return over 5 years is better than : 62.76 vs. PZIMX (40.83).
| JVMIX | PZIMX | JVMIX / PZIMX | |
| Total Expense Ratio | 0.87 | 0.90 | 97% |
| Annual Report Gross Expense Ratio | 0.88 | 0.99 | 89% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 8.423 | 3.088 | 273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 109M | 20,734% |
| Annual Yield % from dividends | 0.78 | 1.46 | 53% |
| Returns for 1 year | 3.45 | -10.88 | -32% |
| Returns for 3 years | 23.84 | -9.59 | -249% |
| Returns for 5 years | 62.76 | 40.83 | 154% |
| Returns for 10 years | 48.34 | 29.59 | 163% |
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