Interact to see
Advertisement
Advertisement
JVMCX vs PCMVX
JVMCX vs PCMVX Comparison
Open Charts JVMCX vs PCMVX
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.59B
Principal MidCap Value I A
Price$16.00
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets2.31B
JVMCX vs PCMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. PCMVX commentary
Aug 18, 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 JVMCX is a Buy and PCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. PCMVX (2.31B). PCMVX pays higher dividends than JVMCX: PCMVX (1.06) vs JVMCX (0.00). JVMCX was incepted earlier than PCMVX: JVMCX (14 years) vs PCMVX (6 years). JVMCX (1.88) is less costly to investors than PCMVX (1.09). PCMVX is a more actively managed with annual turnover of: 55.30 vs. JVMCX (49.00). JVMCX (1000) and PCMVX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : -0.87 vs. PCMVX (-9.59). JVMCX return over 5 years is better than : 43.38 vs. PCMVX (27.35).
| JVMCX | PCMVX | JVMCX / PCMVX | |
| Total Expense Ratio | 1.87 | 1.07 | 175% |
| Annual Report Gross Expense Ratio | 1.88 | 1.09 | 172% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 8.340 | 3.226 | 259% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 2.31B | 1,021% |
| Annual Yield % from dividends | 0.00 | 1.06 | - |
| Returns for 1 year | -0.87 | -9.59 | 9% |
| Returns for 3 years | 8.57 | -4.89 | -175% |
| Returns for 5 years | 43.38 | 27.35 | 159% |
| Returns for 10 years | 32.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers