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JVMIX vs PMPRX
JVMIX vs PMPRX Comparison
Open Charts JVMIX vs PMPRX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R3
Price$18.27
Change-$0.10 (-0.54%)
VolumeN/A
CapitalizationN/A
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JVMIX vs PMPRX Comparison Chart
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JVMIX vs. PMPRX commentary
Sep 21, 2024
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 JVMIX is a Buy and PMPRX is a Sell.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. PMPRX (2.93B). JVMIX pays higher dividends than PMPRX: JVMIX (0.84) vs PMPRX (0.76). JVMIX was incepted earlier than PMPRX: JVMIX (27 years) vs PMPRX (20 years). PMPRX is a more actively managed with annual turnover of: 49.90 vs. JVMIX (41.00). PMPRX has a lower initial minimum investment than JVMIX: PMPRX (0) vs JVMIX (250000). PMPRX annual gain was more profitable for investors over the last year : 20.77 vs. JVMIX (19.46). JVMIX return over 5 years is better than : 44.34 vs. PMPRX (35.02).
| JVMIX | PMPRX | JVMIX / PMPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 20 years | - |
| Gain YTD | 11.144 | 13.690 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 2.93B | 800% |
| Annual Yield % from dividends | 0.84 | 0.76 | 111% |
| Returns for 1 year | 19.46 | 20.77 | 94% |
| Returns for 3 years | 13.73 | 5.05 | 272% |
| Returns for 5 years | 44.34 | 35.02 | 127% |
| Returns for 10 years | 64.87 | 19.99 | 324% |