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JVMRX vs PCMVX
JVMRX vs PCMVX Comparison
Open Charts JVMRX vs PCMVX
JHancock Disciplined Value Mid Cap R6
Price$30.18
Change+$0.45 (+1.51%)
VolumeN/A
Net Assets24.3B
Principal MidCap Value I A
Price$16.31
Change+$0.15 (+0.93%)
VolumeN/A
Net Assets2.35B
JVMRX vs PCMVX Comparison Chart in %
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JVMRX vs. PCMVX commentary
Sep 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: 24.3B vs. PCMVX (2.35B). PCMVX pays higher dividends than JVMRX: PCMVX (1.03) vs JVMRX (0.84). JVMRX was incepted earlier than PCMVX: JVMRX (14 years) vs PCMVX (6 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 : 2.98 vs. PCMVX (-10.04). JVMRX return over 5 years is better than : 55.35 vs. PCMVX (29.51).
| 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 | 6 years | - |
| Gain YTD | 12.027 | 4.258 | 282% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.35B | 1,033% |
| Annual Yield % from dividends | 0.84 | 1.03 | 82% |
| Returns for 1 year | 2.98 | -10.04 | -30% |
| Returns for 3 years | 25.16 | 3.66 | 687% |
| Returns for 5 years | 55.35 | 29.51 | 188% |
| Returns for 10 years | 59.50 | N/A | - |
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