JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
SPVZX
Price
$25.96
Change
+$0.09 (+0.35%)
Updated
Jul 25 closing price
Net Assets
164.07M
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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$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
PGIM Quant Solutions Mid-Cap Val Z
Price$25.96
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets164.07M
JVMIX vs SPVZX Comparison Chart in %
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JVMIX vs. SPVZX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. SPVZX (164M). 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 (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 : 8.63 vs. JVMIX (1.20). SPVZX return over 5 years is better than : 103.99 vs. JVMIX (58.07).
JVMIXSPVZXJVMIX / SPVZX
Total Expense Ratio0.870.8998%
Annual Report Gross Expense Ratio0.881.0088%
Fund Existence28 years20 years-
Gain YTD9.3145.144181%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B164M14,085%
Annual Yield % from dividends0.781.6248%
Returns for 1 year1.208.6314%
Returns for 3 years21.4728.5275%
Returns for 5 years58.07103.9956%
Returns for 10 years50.2844.36113%
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