Interact to see
Advertisement
Advertisement
JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
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
JVMRX vs SPVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX 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 JVMRX is a StrongBuy and SPVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. SPVZX (164M). 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 (49.00). 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 : 8.63 vs. JVMRX (1.28). SPVZX return over 5 years is better than : 103.99 vs. JVMRX (58.56).
| 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 | 9.354 | 5.144 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 164M | 14,085% |
| Annual Yield % from dividends | 0.88 | 1.62 | 54% |
| Returns for 1 year | 1.28 | 8.63 | 15% |
| Returns for 3 years | 21.72 | 28.52 | 76% |
| Returns for 5 years | 58.56 | 103.99 | 56% |
| Returns for 10 years | 51.14 | 44.36 | 115% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers