JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
SPVZX
Price
$25.98
Change
+$0.18 (+0.70%)
Updated
Jul 3 closing price
Net Assets
165.36M
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JVMIX vs SPVZX

Header iconJVMIX vs SPVZX Comparison
Open Charts JVMIX vs SPVZXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
PGIM Quant Solutions Mid-Cap Val Z
Price$25.98
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets165.36M
JVMIX vs SPVZX Comparison Chart in %
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JVMIX vs. SPVZX 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 SPVZX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. SPVZX (165M). SPVZX pays higher dividends than JVMIX: SPVZX (1.62) vs JVMIX (0.78). JVMIX was incepted earlier than SPVZX: JVMIX (28 years) vs SPVZX (20 years). SPVZX (1.00) is less costly to investors than JVMIX (0.88). SPVZX is a more actively managed with annual turnover of: 97.00 vs. JVMIX (47.00). SPVZX has a lower initial minimum investment than JVMIX: SPVZX (0) vs JVMIX (250000). SPVZX annual gain was more profitable for investors over the last year : 13.67 vs. JVMIX (3.45). SPVZX return over 5 years is better than : 111.73 vs. JVMIX (62.76).
JVMIXSPVZXJVMIX / SPVZX
Total Expense Ratio0.870.8998%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence28 years20 years-
Gain YTD8.4235.225161%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B165M13,697%
Annual Yield % from dividends0.781.6248%
Returns for 1 year3.4513.6725%
Returns for 3 years23.8431.7675%
Returns for 5 years62.76111.7356%
Returns for 10 years48.3442.48114%
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