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JVMAX vs PCGRX
JVMAX vs PCGRX Comparison
Open Charts JVMAX vs PCGRX
JHancock Disciplined Value Mid Cap A
Price$25.39
Change+$0.30 (+1.20%)
VolumeN/A
Net Assets21.11B
Victory Pioneer Mid Cap Value A
Price$23.49
Change+$0.21 (+0.90%)
VolumeN/A
Net Assets690.29M
JVMAX vs PCGRX Comparison Chart
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JVMAX vs. PCGRX commentary
Apr 04, 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 JVMAX is a Buy and PCGRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.1B vs. PCGRX (690M). PCGRX pays higher dividends than JVMAX: PCGRX (1.45) vs JVMAX (0.61). JVMAX was incepted earlier than PCGRX: JVMAX (28 years) vs PCGRX (35 years). PCGRX (1.19) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. PCGRX (33.00). PCGRX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX (1000) and PCGRX (1000) have matching initial minimum investment requirements. PCGRX annual gain was more profitable for investors over the last year : -3.20 vs. JVMAX (-9.43). JVMAX return over 5 years is better than : 84.10 vs. PCGRX (60.57).
| JVMAX | PCGRX | JVMAX / PCGRX | |
| Total Expense Ratio | 1.12 | 1.19 | 94% |
| Annual Report Gross Expense Ratio | 1.13 | 1.19 | 95% |
| Fund Existence | 28 years | 35 years | - |
| Gain YTD | -1.298 | -0.683 | 190% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 690M | 3,058% |
| Annual Yield % from dividends | 0.61 | 1.45 | 42% |
| Returns for 1 year | -9.43 | -3.20 | 294% |
| Returns for 3 years | -3.39 | -7.73 | 44% |
| Returns for 5 years | 84.10 | 60.57 | 139% |
| Returns for 10 years | 28.12 | -5.04 | -558% |
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