Interact to see
Advertisement
Advertisement
JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
PGIM Quant Solutions Mid-Cap Val Z
Price$28.55
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets171.01M
JVMRX vs SPVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. SPVZX commentary
Jan 16, 2026
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 SPVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. SPVZX (171M). SPVZX pays higher dividends than JVMRX: SPVZX (1.34) vs JVMRX (0.85). JVMRX was incepted earlier than SPVZX: JVMRX (14 years) vs SPVZX (20 years). SPVZX (1.00) is less costly to investors than JVMRX (0.75). 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 : 15.77 vs. JVMRX (6.31). SPVZX return over 5 years is better than : 65.54 vs. JVMRX (22.57).
| JVMRX | SPVZX | JVMRX / SPVZX | |
| Total Expense Ratio | 0.74 | 0.89 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 1.00 | 75% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 4.843 | 3.630 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 171M | 14,444% |
| Annual Yield % from dividends | 0.85 | 1.34 | 64% |
| Returns for 1 year | 6.31 | 15.77 | 40% |
| Returns for 3 years | 15.11 | 35.66 | 42% |
| Returns for 5 years | 22.57 | 65.54 | 34% |
| Returns for 10 years | 76.30 | 101.70 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers