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JVMIX vs SPVZX
JVMIX vs SPVZX Comparison
Open Charts JVMIX vs SPVZX
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
PGIM Quant Solutions Mid-Cap Val Z
Price$27.15
Change-$0.37 (-1.34%)
VolumeN/A
Net Assets166.64M
JVMIX vs SPVZX Comparison Chart in %
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JVMIX vs. SPVZX commentary
Nov 14, 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 Hold and SPVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. SPVZX (167M). SPVZX pays higher dividends than JVMIX: SPVZX (1.53) vs JVMIX (0.75). JVMIX was incepted earlier than SPVZX: JVMIX (28 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 : 6.20 vs. JVMIX (-6.53). SPVZX return over 5 years is better than : 82.02 vs. JVMIX (36.37).
| JVMIX | SPVZX | JVMIX / SPVZX | |
| Total Expense Ratio | 0.85 | 0.89 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 1.00 | 86% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 9.796 | 11.462 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 167M | 14,491% |
| Annual Yield % from dividends | 0.75 | 1.53 | 49% |
| Returns for 1 year | -6.53 | 6.20 | -105% |
| Returns for 3 years | 15.24 | 30.16 | 51% |
| Returns for 5 years | 36.37 | 82.02 | 44% |
| Returns for 10 years | 50.51 | 59.64 | 85% |
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