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JVMAX vs PCGRX
JVMAX vs PCGRX Comparison
Open Charts JVMAX vs PCGRX
JHancock Disciplined Value Mid Cap A
Price$23.77
Change+$0.22 (+0.93%)
VolumeN/A
Net Assets19.68B
Victory Pioneer Mid Cap Value A
Price$21.51
Change+$0.17 (+0.80%)
VolumeN/A
Net Assets627.36M
JVMAX vs PCGRX Comparison Chart
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JVMAX vs. PCGRX commentary
Apr 24, 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: 19.7B vs. PCGRX (627M). 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 : -9.07 vs. JVMAX (-12.41). JVMAX return over 5 years is better than : 49.39 vs. PCGRX (28.42).
| 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 | -7.356 | -8.959 | 82% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 627M | 3,142% |
| Annual Yield % from dividends | 0.61 | 1.45 | 42% |
| Returns for 1 year | -12.41 | -9.07 | 137% |
| Returns for 3 years | -6.58 | -13.39 | 49% |
| Returns for 5 years | 49.39 | 28.42 | 174% |
| Returns for 10 years | 19.37 | -12.73 | -152% |
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