Ad is loading...
JVMRX vs PVMIX
JVMRX vs PVMIX Comparison
Open Charts JVMRX vs PVMIX
JHancock Disciplined Value Mid Cap R6
Price$24.72
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
Principal MidCap Value I Inst
Price$14.27
Change+$0.21 (+1.49%)
VolumeN/A
Net Assets2.23B
JVMRX vs PVMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. PVMIX commentary
Apr 12, 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 PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.2B vs. PVMIX (2.23B). PVMIX pays higher dividends than JVMRX: PVMIX (1.37) vs JVMRX (0.94). JVMRX was incepted earlier than PVMIX: JVMRX (14 years) vs PVMIX (21 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 (47.00). 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 : -14.99 vs. PVMIX (-17.86). JVMRX return over 5 years is better than : 45.40 vs. PVMIX (34.05).
| 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 | 21 years | - |
| Gain YTD | -9.614 | -9.466 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 2.23B | 862% |
| Annual Yield % from dividends | 0.94 | 1.37 | 68% |
| Returns for 1 year | -14.99 | -17.86 | 84% |
| Returns for 3 years | -7.97 | -14.84 | 54% |
| Returns for 5 years | 45.40 | 34.05 | 133% |
| Returns for 10 years | 22.35 | 2.37 | 942% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers