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JVMRX vs PCMVX
JVMRX vs PCMVX Comparison
Open Charts JVMRX vs PCMVX
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change-$0.31 (-1.04%)
VolumeN/A
Net Assets23.97B
Principal MidCap Value I A
Price$16.06
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets2.32B
JVMRX vs PCMVX Comparison Chart in %
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JVMRX vs. PCMVX commentary
Oct 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 Hold and PCMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. PCMVX (2.32B). PCMVX pays higher dividends than JVMRX: PCMVX (1.03) vs JVMRX (0.84). JVMRX was incepted earlier than PCMVX: JVMRX (14 years) vs PCMVX (7 years). PCMVX (1.09) is less costly to investors than JVMRX (0.75). PCMVX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (49.00). 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 : -4.09 vs. PCMVX (-13.61). JVMRX return over 5 years is better than : 48.83 vs. PCMVX (26.14).
| JVMRX | PCMVX | JVMRX / PCMVX | |
| Total Expense Ratio | 0.74 | 1.07 | 69% |
| Annual Report Gross Expense Ratio | 0.75 | 1.09 | 69% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 10.505 | 4.516 | 233% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 2.32B | 1,036% |
| Annual Yield % from dividends | 0.84 | 1.03 | 81% |
| Returns for 1 year | -4.09 | -13.61 | 30% |
| Returns for 3 years | 28.20 | 8.55 | 330% |
| Returns for 5 years | 48.83 | 26.14 | 187% |
| Returns for 10 years | 53.40 | N/A | - |
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