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JVMRX vs PMPRX
JVMRX vs PMPRX Comparison
Open Charts JVMRX vs PMPRX
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
Principal MidCap Value I R3
Price$14.14
Change+$0.97 (+7.37%)
VolumeN/A
Net Assets2.29B
JVMRX vs PMPRX Comparison Chart
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JVMRX vs. PMPRX commentary
Apr 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 Hold and PMPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. PMPRX (2.29B). PMPRX pays higher dividends than JVMRX: PMPRX (1.03) vs JVMRX (0.94). 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 (47.00). 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 : -20.09 vs. PMPRX (-23.27). JVMRX return over 5 years is better than : 39.55 vs. PMPRX (25.06).
| 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 | -13.252 | -13.298 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 2.29B | 806% |
| Annual Yield % from dividends | 0.94 | 1.03 | 91% |
| Returns for 1 year | -20.09 | -23.27 | 86% |
| Returns for 3 years | -12.51 | -20.07 | 62% |
| Returns for 5 years | 39.55 | 25.06 | 158% |
| Returns for 10 years | 16.87 | -7.62 | -222% |
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