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JVMRX vs PVMIX
JVMRX vs PVMIX Comparison
Open Charts JVMRX vs PVMIX
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I Inst
Price$18.66
Change-$0.10 (-0.53%)
VolumeN/A
CapitalizationN/A
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JVMRX vs PVMIX Comparison Chart
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JVMRX vs. PVMIX commentary
Sep 21, 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 PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. PVMIX (2.93B). PVMIX pays higher dividends than JVMRX: PVMIX (1.18) vs JVMRX (0.93). JVMRX was incepted earlier than PVMIX: JVMRX (13 years) vs PVMIX (21 years). PVMIX is a more actively managed with annual turnover of: 49.90 vs. JVMRX (41.00). PVMIX has a lower initial minimum investment than JVMRX: PVMIX (0) vs JVMRX (1000000). PVMIX annual gain was more profitable for investors over the last year : 18.28 vs. JVMRX (16.48). JVMRX return over 5 years is better than : 43.53 vs. PVMIX (37.29).
| JVMRX | PVMIX | JVMRX / PVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 10.234 | 13.272 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 2.93B | 800% |
| Annual Yield % from dividends | 0.93 | 1.18 | 79% |
| Returns for 1 year | 16.48 | 18.28 | 90% |
| Returns for 3 years | 10.98 | 3.72 | 295% |
| Returns for 5 years | 43.53 | 37.29 | 117% |
| Returns for 10 years | 61.39 | 23.63 | 260% |