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JVMSX vs SPVZX
JVMSX vs SPVZX Comparison
Open Charts JVMSX vs SPVZX
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
PGIM Quant Solutions Mid-Cap Val Z
Price$28.01
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets169.07M
JVMSX vs SPVZX Comparison Chart in %
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JVMSX vs. SPVZX commentary
Dec 26, 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 Hold and SPVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. SPVZX (169M). SPVZX pays higher dividends than JVMSX: SPVZX (1.48) vs JVMSX (0.40). 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: 97.00 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 : 11.91 vs. JVMSX (2.33). SPVZX return over 5 years is better than : 71.44 vs. JVMSX (22.07).
| JVMSX | SPVZX | JVMSX / SPVZX | |
| Total Expense Ratio | 1.24 | 0.89 | 139% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 3.357 | 13.447 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 169M | 14,142% |
| Annual Yield % from dividends | 0.40 | 1.48 | 27% |
| Returns for 1 year | 2.33 | 11.91 | 20% |
| Returns for 3 years | 15.34 | 41.23 | 37% |
| Returns for 5 years | 22.07 | 71.44 | 31% |
| Returns for 10 years | 47.11 | 74.50 | 63% |
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