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JVMIX vs SPVZX
JVMIX vs SPVZX Comparison
Open Charts JVMIX vs SPVZX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
PGIM Quant Solutions Mid-Cap Val Z
Price$26.05
Change-$0.16 (-0.61%)
VolumeN/A
Net Assets163.28M
JVMIX vs SPVZX Comparison Chart in %
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JVMIX vs. SPVZX commentary
Aug 19, 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.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. SPVZX (163M). SPVZX pays higher dividends than JVMIX: SPVZX (1.61) vs JVMIX (0.76). 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 (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 : 8.78 vs. JVMIX (0.76). SPVZX return over 5 years is better than : 91.66 vs. JVMIX (50.10).
| 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 | 8.980 | 5.508 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 163M | 14,479% |
| Annual Yield % from dividends | 0.76 | 1.61 | 47% |
| Returns for 1 year | 0.76 | 8.78 | 9% |
| Returns for 3 years | 11.90 | 18.56 | 64% |
| Returns for 5 years | 50.10 | 91.66 | 55% |
| Returns for 10 years | 45.29 | 41.72 | 109% |
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