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JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JHancock Disciplined Value Mid Cap R6
Price$30.12
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets23.99B
PGIM Quant Solutions Mid-Cap Val Z
Price$27.00
Change+$0.30 (+1.12%)
VolumeN/A
Net Assets165.03M
JVMRX vs SPVZX Comparison Chart in %
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JVMRX vs. SPVZX commentary
Sep 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 SPVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. SPVZX (165M). SPVZX pays higher dividends than JVMRX: SPVZX (1.55) vs JVMRX (0.84). 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 : 8.30 vs. JVMRX (-0.78). SPVZX return over 5 years is better than : 110.93 vs. JVMRX (62.54).
| 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 | 11.804 | 9.356 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 165M | 14,545% |
| Annual Yield % from dividends | 0.84 | 1.55 | 54% |
| Returns for 1 year | -0.78 | 8.30 | -9% |
| Returns for 3 years | 35.31 | 49.74 | 71% |
| Returns for 5 years | 62.54 | 110.93 | 56% |
| Returns for 10 years | 66.11 | 62.66 | 105% |
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