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JVMRX vs PZIMX
JVMRX vs PZIMX Comparison
Open Charts JVMRX vs PZIMX
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Pzena Mid Cap Value Instl
Price$11.59
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets94.88M
JVMRX vs PZIMX Comparison Chart in %
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JVMRX vs. PZIMX commentary
Dec 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 JVMRX is a Hold and PZIMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. PZIMX (94.9M). PZIMX pays higher dividends than JVMRX: PZIMX (1.47) vs JVMRX (0.83). JVMRX was incepted earlier than PZIMX: JVMRX (14 years) vs PZIMX (12 years). PZIMX (0.97) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. PZIMX (35.00). JVMRX (1000000) and PZIMX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 2.35 vs. PZIMX (-4.29). JVMRX return over 5 years is better than : 24.33 vs. PZIMX (-7.38).
| JVMRX | PZIMX | JVMRX / PZIMX | |
| Total Expense Ratio | 0.74 | 0.90 | 82% |
| Annual Report Gross Expense Ratio | 0.75 | 0.97 | 77% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 3.563 | -3.255 | -109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 94.9M | 25,184% |
| Annual Yield % from dividends | 0.83 | 1.47 | 56% |
| Returns for 1 year | 2.35 | -4.29 | -55% |
| Returns for 3 years | 16.55 | -6.66 | -249% |
| Returns for 5 years | 24.33 | -7.38 | -330% |
| Returns for 10 years | 51.02 | 31.09 | 164% |
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