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JVMRX vs PCMSX
JVMRX vs PCMSX Comparison
Open Charts JVMRX vs PCMSX
JHancock Disciplined Value Mid Cap R6
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
Principal MidCap Value I R6
Price$14.46
Change+$0.12 (+0.84%)
VolumeN/A
Net Assets2.26B
JVMRX vs PCMSX Comparison Chart
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JVMRX vs. PCMSX commentary
Apr 18, 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 StrongBuy and PCMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.4B vs. PCMSX (2.26B). PCMSX pays higher dividends than JVMRX: PCMSX (1.42) vs JVMRX (0.94). JVMRX was incepted earlier than PCMSX: JVMRX (14 years) vs PCMSX (6 years). JVMRX (0.76) is less costly to investors than PCMSX (0.64). 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 : -10.95 vs. PCMSX (-13.34). JVMRX return over 5 years is better than : 49.07 vs. PCMSX (38.51).
| JVMRX | PCMSX | JVMRX / PCMSX | |
| Total Expense Ratio | 0.75 | 0.62 | 121% |
| Annual Report Gross Expense Ratio | 0.76 | 0.64 | 119% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -8.463 | -7.959 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 2.26B | 857% |
| Annual Yield % from dividends | 0.94 | 1.42 | 66% |
| Returns for 1 year | -10.95 | -13.34 | 82% |
| Returns for 3 years | -7.58 | -14.00 | 54% |
| Returns for 5 years | 49.07 | 38.51 | 127% |
| Returns for 10 years | 23.85 | N/A | - |
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