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JVMSX vs PZVMX
JVMSX vs PZVMX Comparison
Open Charts JVMSX vs PZVMX
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
Pzena Mid Cap Value Investor
Price$12.76
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets103.68M
JVMSX vs PZVMX Comparison Chart in %
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JVMSX vs. PZVMX commentary
Sep 09, 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 JVMSX is a Buy and PZVMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. PZVMX (104M). PZVMX pays higher dividends than JVMSX: PZVMX (1.01) vs JVMSX (0.40). JVMSX was incepted earlier than PZVMX: JVMSX (14 years) vs PZVMX (11 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 : 2.46 vs. PZVMX (-13.98). JVMSX return over 5 years is better than : 52.77 vs. PZVMX (26.38).
| 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 | 11 years | - |
| Gain YTD | 11.712 | 4.914 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 104M | 23,462% |
| Annual Yield % from dividends | 0.40 | 1.01 | 40% |
| Returns for 1 year | 2.46 | -13.98 | -18% |
| Returns for 3 years | 23.90 | -7.54 | -317% |
| Returns for 5 years | 52.77 | 26.38 | 200% |
| Returns for 10 years | 54.59 | 37.68 | 145% |
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