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JVMRX vs PVMIX
JVMRX vs PVMIX Comparison
Open Charts JVMRX vs PVMIX
JHancock Disciplined Value Mid Cap R6
Price$30.18
Change+$0.45 (+1.51%)
VolumeN/A
Net Assets24.3B
Principal MidCap Value I Inst
Price$16.43
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.35B
JVMRX vs PVMIX Comparison Chart in %
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JVMRX vs. PVMIX commentary
Sep 06, 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: 24.3B vs. PVMIX (2.35B). PVMIX pays higher dividends than JVMRX: PVMIX (1.30) vs JVMRX (0.84). 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 : 2.98 vs. PVMIX (-8.26). JVMRX return over 5 years is better than : 55.35 vs. PVMIX (33.00).
| 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 | 12.027 | 5.538 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.35B | 1,033% |
| Annual Yield % from dividends | 0.84 | 1.30 | 65% |
| Returns for 1 year | 2.98 | -8.26 | -36% |
| Returns for 3 years | 25.16 | 6.00 | 419% |
| Returns for 5 years | 55.35 | 33.00 | 168% |
| Returns for 10 years | 59.50 | 30.50 | 195% |
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