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JVMSX vs PCMVX
JVMSX vs PCMVX Comparison
Open Charts JVMSX vs PCMVX
JHancock Disciplined Value Mid Cap R2
Price$29.21
Change-$0.30 (-1.02%)
VolumeN/A
Net Assets23.97B
Principal MidCap Value I A
Price$16.06
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets2.32B
JVMSX vs PCMVX Comparison Chart in %
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JVMSX vs. PCMVX commentary
Oct 18, 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 PCMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24B vs. PCMVX (2.32B). PCMVX pays higher dividends than JVMSX: PCMVX (1.03) vs JVMSX (0.40). JVMSX was incepted earlier than PCMVX: JVMSX (14 years) vs PCMVX (7 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 : -4.63 vs. PCMVX (-13.61). JVMSX return over 5 years is better than : 46.32 vs. PCMVX (26.14).
| JVMSX | PCMVX | JVMSX / PCMVX | |
| Total Expense Ratio | 1.24 | 1.07 | 116% |
| Annual Report Gross Expense Ratio | 1.25 | 1.09 | 115% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 10.071 | 4.516 | 223% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 2.32B | 1,036% |
| Annual Yield % from dividends | 0.40 | 1.03 | 39% |
| Returns for 1 year | -4.63 | -13.61 | 34% |
| Returns for 3 years | 26.80 | 8.55 | 313% |
| Returns for 5 years | 46.32 | 26.14 | 177% |
| Returns for 10 years | 48.64 | N/A | - |
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