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JVMRX vs PCMVX
JVMRX vs PCMVX Comparison
Open Charts JVMRX vs PCMVX
JHancock Disciplined Value Mid Cap R6
Price$29.19
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets22.5B
Principal MidCap Value I A
Price$16.06
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets2.49B
JVMRX vs PCMVX Comparison Chart in %
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JVMRX vs. PCMVX commentary
Jul 11, 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: 22.5B vs. PCMVX (2.49B). PCMVX pays higher dividends than JVMRX: PCMVX (1.06) vs JVMRX (0.88). 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 (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 : 3.86 vs. PCMVX (-4.58). JVMRX return over 5 years is better than : 64.85 vs. PCMVX (39.94).
| 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 | 7.906 | 3.290 | 240% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 2.49B | 902% |
| Annual Yield % from dividends | 0.88 | 1.06 | 83% |
| Returns for 1 year | 3.86 | -4.58 | -84% |
| Returns for 3 years | 23.16 | 5.48 | 422% |
| Returns for 5 years | 64.85 | 39.94 | 162% |
| Returns for 10 years | 48.05 | N/A | - |
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