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JVMIX vs PMPRX
JVMIX vs PMPRX Comparison
Open Charts JVMIX vs PMPRX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Principal MidCap Value I R3
Price$15.84
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets2.35B
JVMIX vs PMPRX Comparison Chart in %
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JVMIX vs. PMPRX commentary
Jul 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 StrongBuy and PMPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. PMPRX (2.35B). 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 (49.00). 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 : 1.20 vs. PMPRX (-7.77). JVMIX return over 5 years is better than : 58.07 vs. PMPRX (32.81).
| JVMIX | PMPRX | JVMIX / PMPRX | |
| Total Expense Ratio | 0.87 | 1.19 | 73% |
| Annual Report Gross Expense Ratio | 0.88 | 1.21 | 73% |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | 9.314 | 4.279 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 2.35B | 984% |
| Annual Yield % from dividends | 0.78 | 1.01 | 77% |
| Returns for 1 year | 1.20 | -7.77 | -15% |
| Returns for 3 years | 21.47 | 3.26 | 660% |
| Returns for 5 years | 58.07 | 32.81 | 177% |
| Returns for 10 years | 50.28 | 16.90 | 298% |
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