Ad is loading...
JVMRX vs PMPRX
JVMRX vs PMPRX Comparison
Open Charts JVMRX vs PMPRX
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R3
Price$15.24
Change+$0.02 (+0.13%)
VolumeN/A
CapitalizationN/A
JVMRX vs PMPRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. PMPRX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.3B vs. PMPRX (2.6B). 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 : 12.41 vs. PMPRX (-3.55). JVMRX return over 5 years is better than : 39.58 vs. PMPRX (12.12).
| 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 | 11.633 | -4.028 | -289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 2.6B | 781% |
| Annual Yield % from dividends | 0.93 | 0.76 | 123% |
| Returns for 1 year | 12.41 | -3.55 | -350% |
| Returns for 3 years | 15.35 | -6.95 | -221% |
| Returns for 5 years | 39.58 | 12.12 | 326% |
| Returns for 10 years | 58.02 | 9.73 | 596% |
View a ticker or compare two or three
VS
VS
Ad is loading...