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JVMSX vs SPVZX
JVMSX vs SPVZX Comparison
Open Charts JVMSX vs SPVZX
JHancock Disciplined Value Mid Cap R2
Price$29.06
Change+$0.34 (+1.18%)
VolumeN/A
Net Assets25.02B
PGIM Quant Solutions Mid-Cap Val Z
Price$29.02
Change+$2.18 (+8.12%)
VolumeN/A
Net Assets173.28M
JVMSX vs SPVZX Comparison Chart in %
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JVMSX vs. SPVZX 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 SPVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 25B vs. SPVZX (173M). SPVZX pays higher dividends than JVMSX: SPVZX (1.29) vs JVMSX (0.37). JVMSX was incepted earlier than SPVZX: JVMSX (14 years) vs SPVZX (20 years). JVMSX (1.25) is less costly to investors than SPVZX (1.00). SPVZX is a more actively managed with annual turnover of: 111.00 vs. JVMSX (49.00). JVMSX (0) and SPVZX (0) have matching initial minimum investment requirements. SPVZX annual gain was more profitable for investors over the last year : 14.92 vs. JVMSX (4.49). SPVZX return over 5 years is better than : 66.46 vs. JVMSX (20.95).
| JVMSX | SPVZX | JVMSX / SPVZX | |
| Total Expense Ratio | 1.24 | 0.88 | 141% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 5.163 | 5.336 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25B | 173M | 14,451% |
| Annual Yield % from dividends | 0.37 | 1.29 | 29% |
| Returns for 1 year | 4.49 | 14.92 | 30% |
| Returns for 3 years | 10.32 | 31.43 | 33% |
| Returns for 5 years | 20.95 | 66.46 | 32% |
| Returns for 10 years | 73.49 | 102.80 | 71% |
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