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JVMTX vs SPVZX
JVMTX vs SPVZX Comparison
Open Charts JVMTX vs SPVZX
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
PGIM Quant Solutions Mid-Cap Val Z
Price$28.55
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets171.01M
JVMTX vs SPVZX Comparison Chart in %
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JVMTX vs. SPVZX commentary
Jan 16, 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 JVMTX is a Hold and SPVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. SPVZX (171M). SPVZX pays higher dividends than JVMTX: SPVZX (1.34) vs JVMTX (0.62). JVMTX was incepted earlier than SPVZX: JVMTX (13 years) vs SPVZX (20 years). JVMTX (1.10) is less costly to investors than SPVZX (1.00). SPVZX is a more actively managed with annual turnover of: 97.00 vs. JVMTX (49.00). JVMTX (0) and SPVZX (0) have matching initial minimum investment requirements. SPVZX annual gain was more profitable for investors over the last year : 15.77 vs. JVMTX (6.04). SPVZX return over 5 years is better than : 65.54 vs. JVMTX (21.31).
| JVMTX | SPVZX | JVMTX / SPVZX | |
| Total Expense Ratio | 0.99 | 0.89 | 111% |
| Annual Report Gross Expense Ratio | 1.10 | 1.00 | 110% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 4.812 | 3.630 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 171M | 14,444% |
| Annual Yield % from dividends | 0.62 | 1.34 | 46% |
| Returns for 1 year | 6.04 | 15.77 | 38% |
| Returns for 3 years | 14.24 | 35.66 | 40% |
| Returns for 5 years | 21.31 | 65.54 | 33% |
| Returns for 10 years | 73.13 | 101.70 | 72% |
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