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JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
PGIM Quant Solutions Mid-Cap Val Z
Price$25.98
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets165.36M
JVMRX vs SPVZX Comparison Chart in %
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JVMRX vs. SPVZX commentary
Jul 07, 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 StrongBuy and SPVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. SPVZX (165M). SPVZX pays higher dividends than JVMRX: SPVZX (1.62) vs JVMRX (0.88). JVMRX was incepted earlier than SPVZX: JVMRX (14 years) vs SPVZX (20 years). SPVZX (1.00) is less costly to investors than JVMRX (0.76). SPVZX is a more actively managed with annual turnover of: 97.00 vs. JVMRX (47.00). SPVZX has a lower initial minimum investment than JVMRX: SPVZX (0) vs JVMRX (1000000). SPVZX annual gain was more profitable for investors over the last year : 13.67 vs. JVMRX (3.59). SPVZX return over 5 years is better than : 111.73 vs. JVMRX (63.32).
| JVMRX | SPVZX | JVMRX / SPVZX | |
| Total Expense Ratio | 0.75 | 0.89 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 1.00 | 76% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 8.500 | 5.225 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 165M | 13,697% |
| Annual Yield % from dividends | 0.88 | 1.62 | 54% |
| Returns for 1 year | 3.59 | 13.67 | 26% |
| Returns for 3 years | 24.14 | 31.76 | 76% |
| Returns for 5 years | 63.32 | 111.73 | 57% |
| Returns for 10 years | 49.30 | 42.48 | 116% |
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