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JVMIX vs PFPFX
JVMIX vs PFPFX Comparison
Open Charts JVMIX vs PFPFX
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
Poplar Forest Partners A
Price$55.58
Change-$0.26 (-0.47%)
VolumeN/A
Net Assets310.11M
JVMIX vs PFPFX Comparison Chart in %
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JVMIX vs. PFPFX commentary
Sep 09, 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 Buy and PFPFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. PFPFX (310M). PFPFX pays higher dividends than JVMIX: PFPFX (1.93) vs JVMIX (0.74). JVMIX was incepted earlier than PFPFX: JVMIX (28 years) vs PFPFX (16 years). PFPFX (1.32) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. PFPFX (27.75). PFPFX has a lower initial minimum investment than JVMIX: PFPFX (25000) vs JVMIX (250000). PFPFX annual gain was more profitable for investors over the last year : 7.91 vs. JVMIX (4.56). PFPFX return over 5 years is better than : 63.67 vs. JVMIX (56.64).
| JVMIX | PFPFX | JVMIX / PFPFX | |
| Total Expense Ratio | 0.85 | 1.21 | 70% |
| Annual Report Gross Expense Ratio | 0.86 | 1.32 | 65% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 12.245 | 15.551 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 25000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 310M | 7,839% |
| Annual Yield % from dividends | 0.74 | 1.93 | 39% |
| Returns for 1 year | 4.56 | 7.91 | 58% |
| Returns for 3 years | 19.78 | 12.38 | 160% |
| Returns for 5 years | 56.64 | 63.67 | 89% |
| Returns for 10 years | 59.45 | 54.85 | 108% |
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