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JVMIX vs PMPRX
JVMIX vs PMPRX Comparison
Open Charts JVMIX vs PMPRX
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.
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).
| 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 | 8.423 | 3.555 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 2.5B | 903% |
| Annual Yield % from dividends | 0.78 | 1.01 | 77% |
| Returns for 1 year | 3.45 | -5.42 | -64% |
| Returns for 3 years | 23.84 | 5.02 | 475% |
| Returns for 5 years | 62.76 | 37.55 | 167% |
| Returns for 10 years | 48.34 | 14.18 | 341% |
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