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JVMTX vs PMPRX
JVMTX vs PMPRX Comparison
Open Charts JVMTX vs PMPRX
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R3
Price$18.27
Change-$0.10 (-0.54%)
VolumeN/A
CapitalizationN/A
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JVMTX vs PMPRX Comparison Chart
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JVMTX vs. PMPRX commentary
Sep 21, 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 Sell.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. PMPRX (2.93B). 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. PMPRX annual gain was more profitable for investors over the last year : 20.77 vs. JVMTX (19.27). JVMTX return over 5 years is better than : 43.64 vs. PMPRX (35.02).
| 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 | 11.010 | 13.690 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 2.93B | 800% |
| Annual Yield % from dividends | 0.73 | 0.76 | 96% |
| Returns for 1 year | 19.27 | 20.77 | 93% |
| Returns for 3 years | 13.38 | 5.05 | 265% |
| Returns for 5 years | 43.64 | 35.02 | 125% |
| Returns for 10 years | 63.34 | 19.99 | 317% |
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