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JVMRX vs PMPRX
JVMRX vs PMPRX Comparison
Open Charts JVMRX vs PMPRX
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
Principal MidCap Value I R3
Price$15.50
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.3B
JVMRX vs PMPRX Comparison Chart in %
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JVMRX vs. PMPRX commentary
Aug 08, 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: 23.3B vs. PMPRX (2.3B). 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 (0.76). 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 : 4.38 vs. PMPRX (-7.34). JVMRX return over 5 years is better than : 51.76 vs. PMPRX (26.45).
| 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 | 7.906 | 2.172 | 364% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 2.3B | 1,014% |
| Annual Yield % from dividends | 0.86 | 1.00 | 86% |
| Returns for 1 year | 4.38 | -7.34 | -60% |
| Returns for 3 years | 16.07 | -2.38 | -674% |
| Returns for 5 years | 51.76 | 26.45 | 196% |
| Returns for 10 years | 44.89 | 12.58 | 357% |
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