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JVMIX vs SPVZX
JVMIX vs SPVZX Comparison
Open Charts JVMIX vs SPVZX
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.
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).
| JVMIX | SPVZX | JVMIX / SPVZX | |
| Total Expense Ratio | 0.87 | 0.89 | 98% |
| Annual Report Gross Expense Ratio | 0.88 | 1.00 | 88% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 8.423 | 5.225 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 165M | 13,697% |
| Annual Yield % from dividends | 0.78 | 1.62 | 48% |
| Returns for 1 year | 3.45 | 13.67 | 25% |
| Returns for 3 years | 23.84 | 31.76 | 75% |
| Returns for 5 years | 62.76 | 111.73 | 56% |
| Returns for 10 years | 48.34 | 42.48 | 114% |
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