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JVMTX vs PMPRX
JVMTX vs PMPRX Comparison
Open Charts JVMTX vs PMPRX
JHancock Disciplined Value Mid Cap R4
Price$31.53
Change-$0.31 (-0.97%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R3
Price$18.63
Change-$0.18 (-0.96%)
VolumeN/A
CapitalizationN/A
JVMTX vs PMPRX Comparison Chart
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JVMTX vs. PMPRX commentary
Nov 15, 2024
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 JVMTX is a Buy and PMPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. PMPRX (2.96B). PMPRX (0.76) and JVMTX (0.73) have matching dividends . JVMTX was incepted earlier than PMPRX: JVMTX (11 years) vs PMPRX (20 years). PMPRX is a more actively managed with annual turnover of: 49.90 vs. JVMTX (41.00). JVMTX (0) and PMPRX (0) have matching initial minimum investment requirements. JVMTX (23.16) and PMPRX (22.18) have marching annual gain over last year. JVMTX return over 5 years is better than : 46.87 vs. PMPRX (34.86).
| JVMTX | PMPRX | JVMTX / PMPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 16.459 | 17.050 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.96B | 822% |
| Annual Yield % from dividends | 0.73 | 0.76 | 96% |
| Returns for 1 year | 23.16 | 22.18 | 104% |
| Returns for 3 years | 9.15 | -0.77 | -1,187% |
| Returns for 5 years | 46.87 | 34.86 | 134% |
| Returns for 10 years | 64.84 | 20.52 | 316% |
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