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JVMRX vs PMPRX
JVMRX vs PMPRX Comparison
Open Charts JVMRX vs PMPRX
JHancock Disciplined Value Mid Cap R6
Price$28.18
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets23.37B
Principal MidCap Value I R3
Price$15.77
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets2.82B
JVMRX vs PMPRX Comparison Chart
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JVMRX vs. PMPRX commentary
Jan 25, 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 Hold and PMPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. PMPRX (2.83B). JVMRX pays higher dividends than PMPRX: JVMRX (0.93) vs PMPRX (0.76). JVMRX was incepted earlier than PMPRX: JVMRX (13 years) vs PMPRX (21 years). PMPRX is a more actively managed with annual turnover of: 49.90 vs. JVMRX (41.00). 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 : 5.76 vs. PMPRX (-0.38). JVMRX return over 5 years is better than : 30.02 vs. PMPRX (16.05).
| JVMRX | PMPRX | JVMRX / PMPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 4.863 | 3.621 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 2.83B | 828% |
| Annual Yield % from dividends | 0.93 | 0.76 | 123% |
| Returns for 1 year | 5.76 | -0.38 | -1,503% |
| Returns for 3 years | 6.54 | -2.74 | -239% |
| Returns for 5 years | 30.02 | 16.05 | 187% |
| Returns for 10 years | 47.96 | 13.71 | 350% |
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