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JVMRX vs PCMVX
JVMRX vs PCMVX Comparison
Open Charts JVMRX vs PCMVX
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
Principal MidCap Value I A
Price$14.69
Change-$0.71 (-4.61%)
VolumeN/A
Net Assets2.46B
JVMRX vs PCMVX Comparison Chart
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JVMRX vs. PCMVX commentary
Apr 04, 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 Hold and PCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. PCMVX (2.46B). PCMVX pays higher dividends than JVMRX: PCMVX (1.09) vs JVMRX (0.94). JVMRX was incepted earlier than PCMVX: JVMRX (14 years) vs PCMVX (6 years). PCMVX (1.14) is less costly to investors than JVMRX (0.76). PCMVX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (47.00). PCMVX has a lower initial minimum investment than JVMRX: PCMVX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -7.83 vs. PCMVX (-11.64). JVMRX return over 5 years is better than : 90.92 vs. PCMVX (70.20).
| JVMRX | PCMVX | JVMRX / PCMVX | |
| Total Expense Ratio | 0.75 | 1.12 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 1.14 | 67% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -0.037 | -0.645 | 6% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 2.46B | 871% |
| Annual Yield % from dividends | 0.94 | 1.09 | 86% |
| Returns for 1 year | -7.83 | -11.64 | 67% |
| Returns for 3 years | -0.32 | -8.77 | 4% |
| Returns for 5 years | 90.92 | 70.20 | 130% |
| Returns for 10 years | 34.80 | N/A | - |
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