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JVMAX vs PMPRX
JVMAX vs PMPRX Comparison
Open Charts JVMAX vs PMPRX
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
Principal MidCap Value I R3
Price$14.14
Change+$0.97 (+7.37%)
VolumeN/A
Net Assets2.29B
JVMAX vs PMPRX Comparison Chart
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JVMAX vs. PMPRX commentary
Apr 11, 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 Hold and PMPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. PMPRX (2.29B). PMPRX pays higher dividends than JVMAX: PMPRX (1.03) vs JVMAX (0.61). JVMAX was incepted earlier than PMPRX: JVMAX (28 years) vs PMPRX (21 years). PMPRX (1.21) is less costly to investors than JVMAX (1.13). PMPRX is a more actively managed with annual turnover of: 55.30 vs. JVMAX (47.00). 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 : -20.84 vs. PMPRX (-23.27). JVMAX return over 5 years is better than : 36.10 vs. PMPRX (25.06).
| JVMAX | PMPRX | JVMAX / PMPRX | |
| Total Expense Ratio | 1.12 | 1.19 | 94% |
| Annual Report Gross Expense Ratio | 1.13 | 1.21 | 93% |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | -13.336 | -13.298 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 2.29B | 806% |
| Annual Yield % from dividends | 0.61 | 1.03 | 59% |
| Returns for 1 year | -20.84 | -23.27 | 90% |
| Returns for 3 years | -13.99 | -20.07 | 70% |
| Returns for 5 years | 36.10 | 25.06 | 144% |
| Returns for 10 years | 11.67 | -7.62 | -153% |
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