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JVMSX vs SPVZX
JVMSX vs SPVZX Comparison
Open Charts JVMSX vs SPVZX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
PGIM Quant Solutions Mid-Cap Val Z
Price$24.48
Change-$0.32 (-1.29%)
VolumeN/A
Net Assets157.04M
JVMSX vs SPVZX Comparison Chart
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JVMSX vs. SPVZX commentary
Jun 16, 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 StrongBuy and SPVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. SPVZX (157M). SPVZX pays higher dividends than JVMSX: SPVZX (1.69) vs JVMSX (0.43). JVMSX was incepted earlier than SPVZX: JVMSX (13 years) vs SPVZX (20 years). JVMSX (1.26) is less costly to investors than SPVZX (1.00). SPVZX is a more actively managed with annual turnover of: 97.00 vs. JVMSX (47.00). JVMSX (0) and SPVZX (0) have matching initial minimum investment requirements. SPVZX annual gain was more profitable for investors over the last year : 6.33 vs. JVMSX (-3.29). SPVZX return over 5 years is better than : 91.38 vs. JVMSX (50.13).
| JVMSX | SPVZX | JVMSX / SPVZX | |
| Total Expense Ratio | 1.25 | 0.89 | 140% |
| Annual Report Gross Expense Ratio | 1.26 | 1.00 | 126% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 2.313 | -0.851 | -272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 157M | 13,694% |
| Annual Yield % from dividends | 0.43 | 1.69 | 26% |
| Returns for 1 year | -3.29 | 6.33 | -52% |
| Returns for 3 years | 15.80 | 24.10 | 66% |
| Returns for 5 years | 50.13 | 91.38 | 55% |
| Returns for 10 years | 33.43 | 32.18 | 104% |
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