JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
PZIMX
Price
$12.35
Change
+$0.05 (+0.41%)
Updated
Jul 3 closing price
Net Assets
109.25M
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JVMTX vs PZIMX

Header iconJVMTX vs PZIMX Comparison
Open Charts JVMTX vs PZIMXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Pzena Mid Cap Value Instl
Price$12.35
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets109.25M
JVMTX vs PZIMX Comparison Chart in %
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JVMTX vs. PZIMX commentary
Jul 07, 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 JVMTX is a StrongBuy and PZIMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. PZIMX (109M). PZIMX pays higher dividends than JVMTX: PZIMX (1.46) vs JVMTX (0.65). JVMTX was incepted earlier than PZIMX: JVMTX (12 years) vs PZIMX (11 years). JVMTX (1.11) is less costly to investors than PZIMX (0.99). JVMTX is a more actively managed with annual turnover of: 47.00 vs. PZIMX (39.00). JVMTX has a lower initial minimum investment than PZIMX: JVMTX (0) vs PZIMX (1000000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. PZIMX (-10.88). JVMTX return over 5 years is better than : 61.96 vs. PZIMX (40.83).
JVMTXPZIMXJVMTX / PZIMX
Total Expense Ratio1.000.90111%
Annual Report Gross Expense Ratio1.110.99112%
Fund Existence12 years11 years-
Gain YTD8.3613.088271%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B109M20,734%
Annual Yield % from dividends0.651.4645%
Returns for 1 year3.31-10.88-30%
Returns for 3 years23.47-9.59-245%
Returns for 5 years61.9640.83152%
Returns for 10 years46.9729.59159%
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