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JVMIX vs SPVZX
JVMIX vs SPVZX Comparison
Open Charts JVMIX vs SPVZX
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
PGIM Quant Solutions Mid-Cap Val Z
Price$27.00
Change+$0.30 (+1.12%)
VolumeN/A
Net Assets165.03M
JVMIX vs SPVZX Comparison Chart in %
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JVMIX vs. SPVZX commentary
Sep 28, 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 (165M). SPVZX pays higher dividends than JVMIX: SPVZX (1.55) vs JVMIX (0.74). 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 : 8.30 vs. JVMIX (-0.89). SPVZX return over 5 years is better than : 110.93 vs. JVMIX (61.98).
| 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 | 11.725 | 9.356 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 165M | 14,667% |
| Annual Yield % from dividends | 0.74 | 1.55 | 48% |
| Returns for 1 year | -0.89 | 8.30 | -11% |
| Returns for 3 years | 34.98 | 49.74 | 70% |
| Returns for 5 years | 61.98 | 110.93 | 56% |
| Returns for 10 years | 65.12 | 62.66 | 104% |
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