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JVMAX vs PMPRX
JVMAX vs PMPRX Comparison
Open Charts JVMAX vs PMPRX
JHancock Disciplined Value Mid Cap A
Price$25.55
Change-$0.41 (-1.58%)
VolumeN/A
Net Assets22.5B
Principal MidCap Value I R3
Price$15.25
Change-$0.20 (-1.29%)
VolumeN/A
Net Assets2.54B
JVMAX vs PMPRX Comparison Chart
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JVMAX vs. PMPRX commentary
Mar 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 PMPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. PMPRX (2.54B). 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 : -4.33 vs. PMPRX (-6.82). JVMAX return over 5 years is better than : 33.85 vs. PMPRX (23.27).
| 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 | 2.124 | 1.712 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 2.54B | 885% |
| Annual Yield % from dividends | 0.67 | 0.76 | 88% |
| Returns for 1 year | -4.33 | -6.82 | 63% |
| Returns for 3 years | 2.74 | -4.18 | -65% |
| Returns for 5 years | 33.85 | 23.27 | 145% |
| Returns for 10 years | 34.83 | 11.39 | 306% |
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