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JVMTX vs SPVZX
JVMTX vs SPVZX Comparison
Open Charts JVMTX vs SPVZX
JHancock Disciplined Value Mid Cap R4
Price$29.20
Change+$0.35 (+1.21%)
VolumeN/A
Net Assets24.73B
PGIM Quant Solutions Mid-Cap Val Z
Price$29.21
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets174.46M
JVMTX vs SPVZX Comparison Chart in %
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JVMTX vs. SPVZX commentary
Feb 05, 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 Buy and SPVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. SPVZX (174M). SPVZX pays higher dividends than JVMTX: SPVZX (1.29) vs JVMTX (0.60). 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: 111.00 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 : 14.92 vs. JVMTX (4.79). SPVZX return over 5 years is better than : 66.46 vs. JVMTX (22.28).
| JVMTX | SPVZX | JVMTX / SPVZX | |
| Total Expense Ratio | 0.99 | 0.88 | 113% |
| Annual Report Gross Expense Ratio | 1.10 | 1.00 | 110% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 5.177 | 5.336 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 174M | 14,195% |
| Annual Yield % from dividends | 0.60 | 1.29 | 46% |
| Returns for 1 year | 4.79 | 14.92 | 32% |
| Returns for 3 years | 11.22 | 31.43 | 36% |
| Returns for 5 years | 22.28 | 66.46 | 34% |
| Returns for 10 years | 76.80 | 102.80 | 75% |
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