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JVMSX vs PMVFX
JVMSX vs PMVFX Comparison
Open Charts JVMSX vs PMVFX
JHancock Disciplined Value Mid Cap R2
Price$25.27
Change-$1.49 (-5.57%)
VolumeN/A
Net Assets21.35B
PGIM Quant Solutions Mid-Cap Val R4
Price$22.81
Change-$1.33 (-5.51%)
VolumeN/A
Net Assets161.6M
JVMSX vs PMVFX Comparison Chart
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JVMSX vs. PMVFX commentary
Apr 04, 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 PMVFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.4B vs. PMVFX (162M). PMVFX pays higher dividends than JVMSX: PMVFX (1.64) vs JVMSX (0.45). JVMSX was incepted earlier than PMVFX: JVMSX (13 years) vs PMVFX (7 years). PMVFX (2.28) is less costly to investors than JVMSX (1.26). PMVFX is a more actively managed with annual turnover of: 97.00 vs. JVMSX (47.00). JVMSX (0) and PMVFX (0) have matching initial minimum investment requirements. PMVFX annual gain was more profitable for investors over the last year : 2.40 vs. JVMSX (-8.36). PMVFX return over 5 years is better than : 166.89 vs. JVMSX (87.70).
| JVMSX | PMVFX | JVMSX / PMVFX | |
| Total Expense Ratio | 1.25 | 0.98 | 128% |
| Annual Report Gross Expense Ratio | 1.26 | 2.28 | 55% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | -0.186 | -1.870 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 162M | 13,210% |
| Annual Yield % from dividends | 0.45 | 1.64 | 27% |
| Returns for 1 year | -8.36 | 2.40 | -348% |
| Returns for 3 years | -1.41 | 6.55 | -22% |
| Returns for 5 years | 87.70 | 166.89 | 53% |
| Returns for 10 years | 30.55 | N/A | - |
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