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JVMRX vs PVMIX
JVMRX vs PVMIX Comparison
Open Charts JVMRX vs PVMIX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.47B
Principal MidCap Value I Inst
Price$16.13
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.49B
JVMRX vs PVMIX Comparison Chart in %
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JVMRX vs. PVMIX commentary
Jul 05, 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 PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. PVMIX (2.49B). PVMIX pays higher dividends than JVMRX: PVMIX (1.34) vs JVMRX (0.88). JVMRX was incepted earlier than PVMIX: JVMRX (14 years) vs PVMIX (22 years). JVMRX (0.76) and PVMIX (0.75) have similar cost to investors . PVMIX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (49.00). PVMIX has a lower initial minimum investment than JVMRX: PVMIX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.92 vs. PVMIX (-5.10). JVMRX return over 5 years is better than : 62.26 vs. PVMIX (40.63).
| JVMRX | PVMIX | JVMRX / PVMIX | |
| Total Expense Ratio | 0.75 | 0.69 | 109% |
| Annual Report Gross Expense Ratio | 0.76 | 0.75 | 101% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 7.795 | 3.284 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 2.49B | 904% |
| Annual Yield % from dividends | 0.88 | 1.34 | 66% |
| Returns for 1 year | 2.92 | -5.10 | -57% |
| Returns for 3 years | 23.34 | 6.14 | 380% |
| Returns for 5 years | 62.26 | 40.63 | 153% |
| Returns for 10 years | 48.33 | 20.33 | 238% |
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