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JVMRX vs PCMVX
JVMRX vs PCMVX Comparison
Open Charts JVMRX vs PCMVX
JHancock Disciplined Value Mid Cap R6
Price$27.58
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.46B
Principal MidCap Value I A
Price$15.40
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.42B
JVMRX vs PCMVX Comparison Chart
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JVMRX vs. PCMVX commentary
Jun 06, 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 PCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. PCMVX (2.42B). PCMVX pays higher dividends than JVMRX: PCMVX (1.08) vs JVMRX (0.91). JVMRX was incepted earlier than PCMVX: JVMRX (14 years) vs PCMVX (6 years). PCMVX (1.09) 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 : -3.44 vs. PCMVX (-9.80). JVMRX return over 5 years is better than : 40.08 vs. PCMVX (22.46).
| JVMRX | PCMVX | JVMRX / PCMVX | |
| Total Expense Ratio | 0.75 | 1.07 | 70% |
| Annual Report Gross Expense Ratio | 0.76 | 1.09 | 70% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 2.339 | -0.581 | -403% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 2.42B | 888% |
| Annual Yield % from dividends | 0.91 | 1.08 | 84% |
| Returns for 1 year | -3.44 | -9.80 | 35% |
| Returns for 3 years | 5.97 | -7.75 | -77% |
| Returns for 5 years | 40.08 | 22.46 | 178% |
| Returns for 10 years | 38.60 | N/A | - |
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