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JVMRX vs PMPRX
JVMRX vs PMPRX Comparison
Open Charts JVMRX vs PMPRX
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
Principal MidCap Value I R3
Price$15.95
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets2.35B
JVMRX vs PMPRX Comparison Chart in %
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JVMRX vs. PMPRX commentary
Aug 29, 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: 24B vs. PMPRX (2.35B). PMPRX pays higher dividends than JVMRX: PMPRX (1.00) vs JVMRX (0.86). JVMRX was incepted earlier than PMPRX: JVMRX (14 years) vs PMPRX (21 years). PMPRX (1.21) is less costly to investors than JVMRX (0.75). 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 : 0.90 vs. PMPRX (-10.00). JVMRX return over 5 years is better than : 53.09 vs. PMPRX (28.35).
| JVMRX | PMPRX | JVMRX / PMPRX | |
| Total Expense Ratio | 0.74 | 1.19 | 62% |
| Annual Report Gross Expense Ratio | 0.75 | 1.21 | 62% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 11.507 | 5.332 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 2.35B | 1,021% |
| Annual Yield % from dividends | 0.86 | 1.00 | 86% |
| Returns for 1 year | 0.90 | -10.00 | -9% |
| Returns for 3 years | 20.98 | 1.51 | 1,389% |
| Returns for 5 years | 53.09 | 28.35 | 187% |
| Returns for 10 years | 58.84 | 22.76 | 258% |
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