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JVMAX vs PVMIX
JVMAX vs PVMIX Comparison
Open Charts JVMAX vs PVMIX
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
Principal MidCap Value I Inst
Price$15.73
Change-$0.29 (-1.81%)
VolumeN/A
Net Assets2.53B
JVMAX vs PVMIX Comparison Chart
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JVMAX vs. PVMIX commentary
Feb 23, 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 StrongBuy and PVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. PVMIX (2.53B). PVMIX pays higher dividends than JVMAX: PVMIX (1.18) vs JVMAX (0.67). JVMAX was incepted earlier than PVMIX: JVMAX (28 years) vs PVMIX (21 years). PVMIX is a more actively managed with annual turnover of: 49.90 vs. JVMAX (41.00). PVMIX has a lower initial minimum investment than JVMAX: PVMIX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -2.62 vs. PVMIX (-5.44). JVMAX return over 5 years is better than : 22.67 vs. PVMIX (16.15).
| JVMAX | PVMIX | JVMAX / PVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | 2.046 | 1.288 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 2.53B | 890% |
| Annual Yield % from dividends | 0.67 | 1.18 | 57% |
| Returns for 1 year | -2.62 | -5.44 | 48% |
| Returns for 3 years | 2.26 | -3.13 | -72% |
| Returns for 5 years | 22.67 | 16.15 | 140% |
| Returns for 10 years | 32.20 | 14.61 | 220% |
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