JVMIX
Price
$30.34
Change
+$0.27 (+0.90%)
Updated
Dec 3 closing price
Net Assets
24.51B
SPVZX
Price
$27.83
Change
+$0.21 (+0.76%)
Updated
Dec 3 closing price
Net Assets
167.25M
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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$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
PGIM Quant Solutions Mid-Cap Val Z
Price$27.83
Change+$0.21 (+0.76%)
VolumeN/A
Net Assets167.25M
JVMIX vs SPVZX Comparison Chart in %
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JVMIX vs. SPVZX commentary
Dec 04, 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 SPVZX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. SPVZX (167M). SPVZX pays higher dividends than JVMIX: SPVZX (1.48) vs JVMIX (0.74). JVMIX was incepted earlier than SPVZX: JVMIX (29 years) vs SPVZX (20 years). SPVZX (1.00) is less costly to investors than JVMIX (0.86). SPVZX is a more actively managed with annual turnover of: 97.00 vs. JVMIX (49.00). 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 : 4.83 vs. JVMIX (-5.91). SPVZX return over 5 years is better than : 69.94 vs. JVMIX (33.54).
JVMIXSPVZXJVMIX / SPVZX
Total Expense Ratio0.850.8996%
Annual Report Gross Expense Ratio0.861.0086%
Fund Existence29 years20 years-
Gain YTD12.02212.070100%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.5B167M14,671%
Annual Yield % from dividends0.741.4850%
Returns for 1 year-5.914.83-122%
Returns for 3 years14.4630.0448%
Returns for 5 years33.5469.9448%
Returns for 10 years50.2056.5889%
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