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JVMAX vs PCMSX
JVMAX vs PCMSX Comparison
Open Charts JVMAX vs PCMSX
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
Principal MidCap Value I R6
Price$15.47
Change-$0.18 (-1.15%)
VolumeN/A
Net Assets2.41B
JVMAX vs PCMSX Comparison Chart
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JVMAX vs. PCMSX commentary
Jun 15, 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 JVMAX is a StrongBuy and PCMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. PCMSX (2.41B). PCMSX pays higher dividends than JVMAX: PCMSX (1.41) vs JVMAX (0.60). JVMAX was incepted earlier than PCMSX: JVMAX (28 years) vs PCMSX (6 years). JVMAX (1.13) is less costly to investors than PCMSX (0.65). PCMSX is a more actively managed with annual turnover of: 55.30 vs. JVMAX (47.00). PCMSX has a lower initial minimum investment than JVMAX: PCMSX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -3.68 vs. PCMSX (-9.05). JVMAX return over 5 years is better than : 48.97 vs. PCMSX (35.25).
| JVMAX | PCMSX | JVMAX / PCMSX | |
| Total Expense Ratio | 1.12 | 0.63 | 178% |
| Annual Report Gross Expense Ratio | 1.13 | 0.65 | 174% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | 2.360 | -0.706 | -334% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 2.41B | 894% |
| Annual Yield % from dividends | 0.60 | 1.41 | 42% |
| Returns for 1 year | -3.68 | -9.05 | 41% |
| Returns for 3 years | 15.06 | 2.23 | 675% |
| Returns for 5 years | 48.97 | 35.25 | 139% |
| Returns for 10 years | 31.57 | N/A | - |
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