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JVMRX vs PCMVX
JVMRX vs PCMVX Comparison
Open Charts JVMRX vs PCMVX
JHancock Disciplined Value Mid Cap R6
Price$30.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I A
Price$18.69
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVMRX vs PCMVX Comparison Chart
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JVMRX vs. PCMVX commentary
Sep 20, 2024
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 PCMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. PCMVX (2.89B). JVMRX pays higher dividends than PCMVX: JVMRX (0.93) vs PCMVX (0.79). JVMRX was incepted earlier than PCMVX: JVMRX (13 years) vs PCMVX (5 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). PCMVX annual gain was more profitable for investors over the last year : 17.76 vs. JVMRX (16.48). JVMRX return over 5 years is better than : 43.53 vs. PCMVX (34.80).
| JVMRX | PCMVX | JVMRX / PCMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 10.234 | 12.982 | 79% |
| 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 | 2.89B | 800% |
| Annual Yield % from dividends | 0.93 | 0.79 | 118% |
| Returns for 1 year | 16.48 | 17.76 | 93% |
| Returns for 3 years | 10.98 | 2.78 | 395% |
| Returns for 5 years | 43.53 | 34.80 | 125% |
| Returns for 10 years | 61.39 | N/A | - |