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JVMIX vs PVMIX
JVMIX vs PVMIX Comparison
Open Charts JVMIX vs PVMIX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I Inst
Price$18.66
Change-$0.10 (-0.53%)
VolumeN/A
CapitalizationN/A
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JVMIX vs PVMIX Comparison Chart
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JVMIX vs. PVMIX 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 PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. PVMIX (2.93B). PVMIX pays higher dividends than JVMIX: PVMIX (1.18) vs JVMIX (0.84). JVMIX was incepted earlier than PVMIX: JVMIX (27 years) vs PVMIX (21 years). PVMIX is a more actively managed with annual turnover of: 49.90 vs. JVMIX (41.00). PVMIX has a lower initial minimum investment than JVMIX: PVMIX (0) vs JVMIX (250000). PVMIX annual gain was more profitable for investors over the last year : 18.28 vs. JVMIX (16.37). JVMIX return over 5 years is better than : 43.06 vs. PVMIX (37.29).
| JVMIX | PVMIX | JVMIX / PVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 21 years | - |
| Gain YTD | 10.157 | 13.272 | 77% |
| 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 | 1.18 | 72% |
| Returns for 1 year | 16.37 | 18.28 | 90% |
| Returns for 3 years | 10.72 | 3.72 | 288% |
| Returns for 5 years | 43.06 | 37.29 | 115% |
| Returns for 10 years | 60.49 | 23.63 | 256% |