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JVMSX vs PCMSX
JVMSX vs PCMSX Comparison
Open Charts JVMSX vs PCMSX
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets24.36B
Principal MidCap Value I R6
Price$16.55
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets2.35B
JVMSX vs PCMSX Comparison Chart in %
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JVMSX vs. PCMSX commentary
Oct 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 JVMSX is a Hold and PCMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. PCMSX (2.35B). PCMSX pays higher dividends than JVMSX: PCMSX (1.33) vs JVMSX (0.40). JVMSX was incepted earlier than PCMSX: JVMSX (14 years) vs PCMSX (7 years). JVMSX (1.25) is less costly to investors than PCMSX (0.65). PCMSX is a more actively managed with annual turnover of: 55.30 vs. JVMSX (49.00). JVMSX (0) and PCMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -0.42 vs. PCMSX (-9.99). JVMSX return over 5 years is better than : 54.95 vs. PCMSX (35.53).
| JVMSX | PCMSX | JVMSX / PCMSX | |
| Total Expense Ratio | 1.24 | 0.63 | 197% |
| Annual Report Gross Expense Ratio | 1.25 | 0.65 | 192% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 11.936 | 6.226 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 2.35B | 1,038% |
| Annual Yield % from dividends | 0.40 | 1.33 | 30% |
| Returns for 1 year | -0.42 | -9.99 | 4% |
| Returns for 3 years | 25.74 | 8.74 | 295% |
| Returns for 5 years | 54.95 | 35.53 | 155% |
| Returns for 10 years | 54.90 | N/A | - |
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