JVMSX
Price
$30.10
Change
-$0.26 (-0.86%)
Updated
Sep 12 closing price
Net Assets
24.23B
PCMVX
Price
$16.37
Change
-$0.14 (-0.85%)
Updated
Sep 12 closing price
Net Assets
2.34B
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JVMSX vs PCMVX

Header iconJVMSX vs PCMVX Comparison
Open Charts JVMSX vs PCMVXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$30.10
Change-$0.26 (-0.86%)
VolumeN/A
Net Assets24.23B
Principal MidCap Value I A
Price$16.37
Change-$0.14 (-0.85%)
VolumeN/A
Net Assets2.34B
JVMSX vs PCMVX Comparison Chart in %
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JVMSX vs. PCMVX commentary
Sep 15, 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 Buy and PCMVX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. PCMVX (2.34B). PCMVX pays higher dividends than JVMSX: PCMVX (1.03) vs JVMSX (0.40). JVMSX was incepted earlier than PCMVX: JVMSX (14 years) vs PCMVX (6 years). JVMSX (1.25) is less costly to investors than PCMVX (1.09). PCMVX is a more actively managed with annual turnover of: 55.30 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than PCMVX: JVMSX (0) vs PCMVX (1000). JVMSX annual gain was more profitable for investors over the last year : 3.08 vs. PCMVX (-8.41). JVMSX return over 5 years is better than : 56.05 vs. PCMVX (33.77).
JVMSXPCMVXJVMSX / PCMVX
Total Expense Ratio1.241.07116%
Annual Report Gross Expense Ratio1.251.09115%
Fund Existence14 years6 years-
Gain YTD12.2725.613219%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.2B2.34B1,034%
Annual Yield % from dividends0.401.0339%
Returns for 1 year3.08-8.41-37%
Returns for 3 years22.413.64615%
Returns for 5 years56.0533.77166%
Returns for 10 years54.74N/A-
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