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JVMRX vs PMPRX
JVMRX vs PMPRX Comparison
Open Charts JVMRX vs PMPRX
JHancock Disciplined Value Mid Cap R6
Price$29.17
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets22.6B
Principal MidCap Value I R3
Price$15.70
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.49B
JVMRX vs PMPRX Comparison Chart in %
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JVMRX vs. PMPRX commentary
Jul 16, 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 PMPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. PMPRX (2.49B). PMPRX pays higher dividends than JVMRX: PMPRX (1.01) vs JVMRX (0.88). JVMRX was incepted earlier than PMPRX: JVMRX (14 years) vs PMPRX (21 years). PMPRX (1.21) is less costly to investors than JVMRX (0.76). PMPRX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (49.00). PMPRX has a lower initial minimum investment than JVMRX: PMPRX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 0.52 vs. PMPRX (-8.38). JVMRX return over 5 years is better than : 57.86 vs. PMPRX (33.08).
| JVMRX | PMPRX | JVMRX / PMPRX | |
| Total Expense Ratio | 0.75 | 1.19 | 63% |
| Annual Report Gross Expense Ratio | 0.76 | 1.21 | 63% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 8.129 | 3.226 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 2.49B | 907% |
| Annual Yield % from dividends | 0.88 | 1.01 | 87% |
| Returns for 1 year | 0.52 | -8.38 | -6% |
| Returns for 3 years | 24.34 | 5.44 | 447% |
| Returns for 5 years | 57.86 | 33.08 | 175% |
| Returns for 10 years | 47.01 | 13.51 | 348% |
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