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JVMRX vs PCMSX
JVMRX vs PCMSX Comparison
Open Charts JVMRX vs PCMSX
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Principal MidCap Value I R6
Price$15.25
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets2.38B
JVMRX vs PCMSX Comparison Chart
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JVMRX vs. PCMSX commentary
May 09, 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: 20.6B vs. PCMSX (2.38B). PCMSX pays higher dividends than JVMRX: PCMSX (1.46) vs JVMRX (0.96). 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 : -7.91 vs. PCMSX (-11.74). JVMRX return over 5 years is better than : 53.53 vs. PCMSX (39.90).
| 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 | -2.227 | -2.632 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 2.38B | 866% |
| Annual Yield % from dividends | 0.96 | 1.46 | 66% |
| Returns for 1 year | -7.91 | -11.74 | 67% |
| Returns for 3 years | 5.83 | -4.23 | -138% |
| Returns for 5 years | 53.53 | 39.90 | 134% |
| Returns for 10 years | 31.98 | N/A | - |
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