Interact to see
Advertisement
Advertisement
JVMRX vs PVMIX
JVMRX vs PVMIX Comparison
Open Charts JVMRX vs PVMIX
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.73B
Principal MidCap Value I Inst
Price$15.42
Change-$0.18 (-1.15%)
VolumeN/A
Net Assets2.43B
JVMRX vs PVMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. PVMIX commentary
Jun 14, 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: 21.7B vs. PVMIX (2.43B). PVMIX pays higher dividends than JVMRX: PVMIX (1.36) vs JVMRX (0.91). 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 : -1.60 vs. PVMIX (-8.07). JVMRX return over 5 years is better than : 54.49 vs. PVMIX (36.32).
| 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 | 3.749 | 0.451 | 832% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 2.43B | 892% |
| Annual Yield % from dividends | 0.91 | 1.36 | 67% |
| Returns for 1 year | -1.60 | -8.07 | 20% |
| Returns for 3 years | 18.46 | 3.23 | 572% |
| Returns for 5 years | 54.49 | 36.32 | 150% |
| Returns for 10 years | 39.38 | 14.18 | 278% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers