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JVMRX vs PCMSX
JVMRX vs PCMSX Comparison
Open Charts JVMRX vs PCMSX
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.73B
Principal MidCap Value I R6
Price$15.47
Change-$0.18 (-1.15%)
VolumeN/A
Net Assets2.41B
JVMRX vs PCMSX Comparison Chart
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JVMRX vs. PCMSX commentary
Jun 15, 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 JVMRX is a Buy and PCMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.7B vs. PCMSX (2.41B). PCMSX pays higher dividends than JVMRX: PCMSX (1.41) vs JVMRX (0.91). JVMRX was incepted earlier than PCMSX: JVMRX (14 years) vs PCMSX (6 years). JVMRX (0.76) is less costly to investors than PCMSX (0.65). PCMSX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (47.00). PCMSX has a lower initial minimum investment than JVMRX: PCMSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -1.60 vs. PCMSX (-8.00). JVMRX return over 5 years is better than : 54.49 vs. PCMSX (36.83).
| JVMRX | PCMSX | JVMRX / PCMSX | |
| Total Expense Ratio | 0.75 | 0.63 | 119% |
| Annual Report Gross Expense Ratio | 0.76 | 0.65 | 117% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 3.749 | 0.449 | 834% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 2.41B | 902% |
| Annual Yield % from dividends | 0.91 | 1.41 | 64% |
| Returns for 1 year | -1.60 | -8.00 | 20% |
| Returns for 3 years | 18.46 | 3.42 | 540% |
| Returns for 5 years | 54.49 | 36.83 | 148% |
| Returns for 10 years | 39.38 | N/A | - |
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