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JVMAX vs PVMIX
JVMAX vs PVMIX Comparison
Open Charts JVMAX vs PVMIX
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
Principal MidCap Value I Inst
Price$16.03
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.81B
JVMAX vs PVMIX Comparison Chart
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JVMAX vs. PVMIX commentary
Jan 19, 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: 23.1B vs. PVMIX (2.81B). 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 : 4.82 vs. PVMIX (1.21). JVMAX return over 5 years is better than : 23.77 vs. PVMIX (16.97).
| 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 | 3.777 | 3.220 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 2.81B | 821% |
| Annual Yield % from dividends | 0.67 | 1.18 | 57% |
| Returns for 1 year | 4.82 | 1.21 | 398% |
| Returns for 3 years | -0.09 | -5.09 | 2% |
| Returns for 5 years | 23.77 | 16.97 | 140% |
| Returns for 10 years | 42.53 | 22.98 | 185% |
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