Ad is loading...
JVMRX vs PCMVX
JVMRX vs PCMVX Comparison
Open Charts JVMRX vs PCMVX
JHancock Disciplined Value Mid Cap R6
Price$28.32
Change+$0.36 (+1.29%)
VolumeN/A
Net Assets23.13B
Principal MidCap Value I A
Price$16.18
Change+$0.19 (+1.19%)
VolumeN/A
Net Assets2.81B
JVMRX vs PCMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. PCMVX commentary
Jan 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. PCMVX (2.81B). JVMRX pays higher dividends than PCMVX: JVMRX (0.93) vs PCMVX (0.79). JVMRX was incepted earlier than PCMVX: JVMRX (13 years) vs PCMVX (6 years). PCMVX is a more actively managed with annual turnover of: 49.90 vs. JVMRX (41.00). 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 : 5.48 vs. PCMVX (0.33). JVMRX return over 5 years is better than : 28.66 vs. PCMVX (16.81).
| JVMRX | PCMVX | JVMRX / PCMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 5.122 | 4.387 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 2.81B | 821% |
| Annual Yield % from dividends | 0.93 | 0.79 | 118% |
| Returns for 1 year | 5.48 | 0.33 | 1,640% |
| Returns for 3 years | 7.64 | -0.58 | -1,321% |
| Returns for 5 years | 28.66 | 16.81 | 170% |
| Returns for 10 years | 49.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...