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JVMTX vs PZIMX
JVMTX vs PZIMX Comparison
Open Charts JVMTX vs PZIMX
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.
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).
| JVMTX | PZIMX | JVMTX / PZIMX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.11 | 0.99 | 112% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 8.361 | 3.088 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 109M | 20,734% |
| Annual Yield % from dividends | 0.65 | 1.46 | 45% |
| Returns for 1 year | 3.31 | -10.88 | -30% |
| Returns for 3 years | 23.47 | -9.59 | -245% |
| Returns for 5 years | 61.96 | 40.83 | 152% |
| Returns for 10 years | 46.97 | 29.59 | 159% |
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