Ad is loading...
JVMRX vs PMPRX
JVMRX vs PMPRX Comparison
Open Charts JVMRX vs PMPRX
JHancock Disciplined Value Mid Cap R6
Price$27.10
Change-$0.42 (-1.53%)
VolumeN/A
Net Assets22.5B
Principal MidCap Value I R3
Price$15.25
Change-$0.20 (-1.29%)
VolumeN/A
Net Assets2.54B
JVMRX vs PMPRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. PMPRX commentary
Mar 04, 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: 22.5B vs. PMPRX (2.54B). JVMRX pays higher dividends than PMPRX: JVMRX (0.93) vs PMPRX (0.76). JVMRX was incepted earlier than PMPRX: JVMRX (14 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 : -3.42 vs. PMPRX (-6.82). JVMRX return over 5 years is better than : 37.18 vs. PMPRX (23.27).
| JVMRX | PMPRX | JVMRX / PMPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 2.153 | 1.712 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 2.54B | 885% |
| Annual Yield % from dividends | 0.93 | 0.76 | 123% |
| Returns for 1 year | -3.42 | -6.82 | 50% |
| Returns for 3 years | 4.52 | -4.18 | -108% |
| Returns for 5 years | 37.18 | 23.27 | 160% |
| Returns for 10 years | 41.05 | 11.39 | 360% |
View a ticker or compare two or three
VS
VS
Ad is loading...