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JVMAX vs PVMIX
JVMAX vs PVMIX Comparison
Open Charts JVMAX vs PVMIX
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.24B
Principal MidCap Value I Inst
Price$14.27
Change+$0.21 (+1.49%)
VolumeN/A
Net Assets2.23B
JVMAX vs PVMIX Comparison Chart
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JVMAX vs. PVMIX commentary
Apr 12, 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 PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.2B vs. PVMIX (2.23B). PVMIX pays higher dividends than JVMAX: PVMIX (1.37) vs JVMAX (0.61). JVMAX was incepted earlier than PVMIX: JVMAX (28 years) vs PVMIX (21 years). JVMAX (1.13) is less costly to investors than PVMIX (0.75). PVMIX is a more actively managed with annual turnover of: 55.30 vs. JVMAX (47.00). 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 : -15.78 vs. PVMIX (-17.86). JVMAX return over 5 years is better than : 41.84 vs. PVMIX (34.05).
| JVMAX | PVMIX | JVMAX / PVMIX | |
| Total Expense Ratio | 1.12 | 0.69 | 162% |
| Annual Report Gross Expense Ratio | 1.13 | 0.75 | 151% |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | -9.677 | -9.466 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 2.23B | 862% |
| Annual Yield % from dividends | 0.61 | 1.37 | 45% |
| Returns for 1 year | -15.78 | -17.86 | 88% |
| Returns for 3 years | -9.52 | -14.84 | 64% |
| Returns for 5 years | 41.84 | 34.05 | 123% |
| Returns for 10 years | 16.95 | 2.37 | 714% |
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