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JVMRX vs PVMIX
JVMRX vs PVMIX Comparison
Open Charts JVMRX vs PVMIX
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Principal MidCap Value I Inst
Price$15.87
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets2.24B
JVMRX vs PVMIX Comparison Chart in %
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JVMRX vs. PVMIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. PVMIX (2.24B). PVMIX pays higher dividends than JVMRX: PVMIX (1.32) vs JVMRX (0.85). JVMRX was incepted earlier than PVMIX: JVMRX (14 years) vs PVMIX (22 years). JVMRX (0.75) 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 : -6.35 vs. PVMIX (-14.70). JVMRX return over 5 years is better than : 33.25 vs. PVMIX (16.90).
| JVMRX | PVMIX | JVMRX / PVMIX | |
| Total Expense Ratio | 0.74 | 0.69 | 107% |
| Annual Report Gross Expense Ratio | 0.75 | 0.75 | 100% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 7.906 | 2.511 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 2.24B | 1,048% |
| Annual Yield % from dividends | 0.85 | 1.32 | 65% |
| Returns for 1 year | -6.35 | -14.70 | 43% |
| Returns for 3 years | 12.97 | -1.90 | -681% |
| Returns for 5 years | 33.25 | 16.90 | 197% |
| Returns for 10 years | 46.00 | 24.45 | 188% |
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