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JVMRX vs PZIMX
JVMRX vs PZIMX Comparison
Open Charts JVMRX vs PZIMX
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Pzena Mid Cap Value Instl
Price$11.42
Change-$0.09 (-0.78%)
VolumeN/A
Net Assets93.73M
JVMRX vs PZIMX Comparison Chart in %
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JVMRX vs. PZIMX 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 JVMRX is a Hold and PZIMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. PZIMX (93.7M). PZIMX pays higher dividends than JVMRX: PZIMX (1.49) vs JVMRX (0.85). 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 : -5.34 vs. PZIMX (-22.61). JVMRX return over 5 years is better than : 38.63 vs. PZIMX (0.70).
| 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 | 11.359 | -3.923 | -290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 93.7M | 25,827% |
| Annual Yield % from dividends | 0.85 | 1.49 | 57% |
| Returns for 1 year | -5.34 | -22.61 | 24% |
| Returns for 3 years | 15.57 | -23.58 | -66% |
| Returns for 5 years | 38.63 | 0.70 | 5,513% |
| Returns for 10 years | 55.27 | 25.12 | 220% |
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