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JVMRX vs PVMIX
JVMRX vs PVMIX Comparison
Open Charts JVMRX vs PVMIX
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
Principal MidCap Value I Inst
Price$16.18
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.3B
JVMRX vs PVMIX Comparison Chart in %
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JVMRX vs. PVMIX commentary
Oct 19, 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: 23.9B vs. PVMIX (2.3B). PVMIX pays higher dividends than JVMRX: PVMIX (1.29) 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 : -4.79 vs. PVMIX (-13.67). JVMRX return over 5 years is better than : 47.93 vs. PVMIX (27.48).
| 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 | 9.837 | 4.185 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 2.3B | 1,040% |
| Annual Yield % from dividends | 0.84 | 1.29 | 65% |
| Returns for 1 year | -4.79 | -13.67 | 35% |
| Returns for 3 years | 25.62 | 7.34 | 349% |
| Returns for 5 years | 47.93 | 27.48 | 174% |
| Returns for 10 years | 52.40 | 27.10 | 193% |
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