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JVMTX vs PZVMX
JVMTX vs PZVMX Comparison
Open Charts JVMTX vs PZVMX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Pzena Mid Cap Value Investor
Price$12.56
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets109.25M
JVMTX vs PZVMX Comparison Chart in %
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JVMTX vs. PZVMX 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 PZVMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. PZVMX (109M). PZVMX pays higher dividends than JVMTX: PZVMX (1.06) vs JVMTX (0.65). JVMTX was incepted earlier than PZVMX: JVMTX (12 years) vs PZVMX (11 years). PZVMX (1.34) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. PZVMX (39.00). JVMTX has a lower initial minimum investment than PZVMX: JVMTX (0) vs PZVMX (5000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. PZVMX (-10.98). JVMTX return over 5 years is better than : 61.96 vs. PZVMX (39.86).
| JVMTX | PZVMX | JVMTX / PZVMX | |
| Total Expense Ratio | 1.00 | 1.25 | 80% |
| Annual Report Gross Expense Ratio | 1.11 | 1.34 | 83% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 8.361 | 2.867 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 109M | 20,734% |
| Annual Yield % from dividends | 0.65 | 1.06 | 61% |
| Returns for 1 year | 3.31 | -10.98 | -30% |
| Returns for 3 years | 23.47 | -9.73 | -241% |
| Returns for 5 years | 61.96 | 39.86 | 155% |
| Returns for 10 years | 46.97 | 27.31 | 172% |
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