Interact to see
Advertisement
Advertisement
JVMSX vs PZVMX
JVMSX vs PZVMX Comparison
Open Charts JVMSX vs PZVMX
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
Pzena Mid Cap Value Investor
Price$12.09
Change-$0.07 (-0.58%)
VolumeN/A
Net Assets97.14M
JVMSX vs PZVMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. PZVMX commentary
Feb 05, 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 JVMSX is a Buy and PZVMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. PZVMX (97.1M). JVMSX pays higher dividends than PZVMX: JVMSX (0.37) vs PZVMX (0.03). JVMSX was incepted earlier than PZVMX: JVMSX (14 years) vs PZVMX (12 years). PZVMX (1.32) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. PZVMX (35.00). JVMSX has a lower initial minimum investment than PZVMX: JVMSX (0) vs PZVMX (5000). JVMSX annual gain was more profitable for investors over the last year : 4.49 vs. PZVMX (-2.55). JVMSX return over 5 years is better than : 20.95 vs. PZVMX (-12.33).
| JVMSX | PZVMX | JVMSX / PZVMX | |
| Total Expense Ratio | 1.24 | 1.25 | 99% |
| Annual Report Gross Expense Ratio | 1.25 | 1.32 | 95% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 5.163 | 4.404 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 97.1M | 25,438% |
| Annual Yield % from dividends | 0.37 | 0.03 | 1,366% |
| Returns for 1 year | 4.49 | -2.55 | -176% |
| Returns for 3 years | 10.32 | -16.27 | -63% |
| Returns for 5 years | 20.95 | -12.33 | -170% |
| Returns for 10 years | 73.49 | 48.35 | 152% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement