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JVMTX vs PVMIX
JVMTX vs PVMIX Comparison
Open Charts JVMTX vs PVMIX
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I Inst
Price$18.66
Change-$0.10 (-0.53%)
VolumeN/A
CapitalizationN/A
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JVMTX vs PVMIX Comparison Chart
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JVMTX vs. PVMIX 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 PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. PVMIX (2.93B). PVMIX pays higher dividends than JVMTX: PVMIX (1.18) vs JVMTX (0.73). JVMTX was incepted earlier than PVMIX: JVMTX (11 years) vs PVMIX (21 years). PVMIX is a more actively managed with annual turnover of: 49.90 vs. JVMTX (41.00). JVMTX (0) and PVMIX (0) have matching initial minimum investment requirements. PVMIX annual gain was more profitable for investors over the last year : 18.28 vs. JVMTX (16.17). JVMTX return over 5 years is better than : 42.36 vs. PVMIX (37.29).
| JVMTX | PVMIX | JVMTX / PVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 21 years | - |
| Gain YTD | 10.022 | 13.272 | 76% |
| 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 | 1.18 | 62% |
| Returns for 1 year | 16.17 | 18.28 | 88% |
| Returns for 3 years | 10.42 | 3.72 | 280% |
| Returns for 5 years | 42.36 | 37.29 | 114% |
| Returns for 10 years | 58.91 | 23.63 | 249% |