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JVMIX vs PCMVX
JVMIX vs PCMVX Comparison
Open Charts JVMIX vs PCMVX
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
Principal MidCap Value I A
Price$16.38
Change+$0.19 (+1.17%)
VolumeN/A
Net Assets2.35B
JVMIX vs PCMVX Comparison Chart in %
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JVMIX vs. PCMVX commentary
Sep 28, 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 JVMIX is a Hold and PCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. PCMVX (2.35B). PCMVX pays higher dividends than JVMIX: PCMVX (1.03) vs JVMIX (0.74). JVMIX was incepted earlier than PCMVX: JVMIX (28 years) vs PCMVX (6 years). PCMVX (1.09) is less costly to investors than JVMIX (0.86). PCMVX is a more actively managed with annual turnover of: 55.30 vs. JVMIX (49.00). PCMVX has a lower initial minimum investment than JVMIX: PCMVX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -0.89 vs. PCMVX (-11.11). JVMIX return over 5 years is better than : 61.98 vs. PCMVX (36.86).
| JVMIX | PCMVX | JVMIX / PCMVX | |
| Total Expense Ratio | 0.85 | 1.07 | 79% |
| Annual Report Gross Expense Ratio | 0.86 | 1.09 | 79% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | 11.725 | 5.677 | 207% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 2.35B | 1,032% |
| Annual Yield % from dividends | 0.74 | 1.03 | 72% |
| Returns for 1 year | -0.89 | -11.11 | 8% |
| Returns for 3 years | 34.98 | 13.87 | 252% |
| Returns for 5 years | 61.98 | 36.86 | 168% |
| Returns for 10 years | 65.12 | N/A | - |
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