JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
PMPRX
Price
$15.73
Change
+$0.08 (+0.51%)
Updated
Jul 3 closing price
Net Assets
2.5B
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JVMIX vs PMPRX

Header iconJVMIX vs PMPRX Comparison
Open Charts JVMIX vs PMPRXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Principal MidCap Value I R3
Price$15.73
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets2.5B
JVMIX vs PMPRX Comparison Chart in %
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JVMIX vs. PMPRX commentary
Jul 08, 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 StrongBuy and PMPRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. PMPRX (2.5B). PMPRX pays higher dividends than JVMIX: PMPRX (1.01) vs JVMIX (0.78). JVMIX was incepted earlier than PMPRX: JVMIX (28 years) vs PMPRX (21 years). PMPRX (1.21) is less costly to investors than JVMIX (0.88). PMPRX is a more actively managed with annual turnover of: 55.30 vs. JVMIX (47.00). PMPRX has a lower initial minimum investment than JVMIX: PMPRX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 3.45 vs. PMPRX (-5.42). JVMIX return over 5 years is better than : 62.76 vs. PMPRX (37.55).
JVMIXPMPRXJVMIX / PMPRX
Total Expense Ratio0.871.1973%
Annual Report Gross Expense Ratio0.881.2173%
Fund Existence28 years21 years-
Gain YTD8.4233.555237%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B2.5B903%
Annual Yield % from dividends0.781.0177%
Returns for 1 year3.45-5.42-64%
Returns for 3 years23.845.02475%
Returns for 5 years62.7637.55167%
Returns for 10 years48.3414.18341%
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