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JVMAX vs PMPRX
JVMAX vs PMPRX Comparison
Open Charts JVMAX vs PMPRX
JHancock Disciplined Value Mid Cap A
Price$28.64
Change+$0.32 (+1.13%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R3
Price$15.24
Change+$0.02 (+0.13%)
VolumeN/A
CapitalizationN/A
JVMAX vs PMPRX Comparison Chart
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JVMAX vs. PMPRX commentary
Dec 23, 2024
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 PMPRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.3B vs. PMPRX (2.6B). PMPRX pays higher dividends than JVMAX: PMPRX (0.76) vs JVMAX (0.67). JVMAX was incepted earlier than PMPRX: JVMAX (28 years) vs PMPRX (21 years). PMPRX is a more actively managed with annual turnover of: 49.90 vs. JVMAX (41.00). PMPRX has a lower initial minimum investment than JVMAX: PMPRX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -0.72 vs. PMPRX (-3.55). JVMAX return over 5 years is better than : 21.41 vs. PMPRX (12.12).
| JVMAX | PMPRX | JVMAX / PMPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | -1.441 | -4.028 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 2.6B | 781% |
| Annual Yield % from dividends | 0.67 | 0.76 | 88% |
| Returns for 1 year | -0.72 | -3.55 | 20% |
| Returns for 3 years | 1.07 | -6.95 | -15% |
| Returns for 5 years | 21.41 | 12.12 | 177% |
| Returns for 10 years | 34.67 | 9.73 | 356% |
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