JVMIX
Price
$29.37
Change
-$0.23 (-0.78%)
Updated
Aug 15 closing price
Net Assets
23.59B
PVMIX
Price
$16.07
Change
-$0.07 (-0.43%)
Updated
Aug 15 closing price
Net Assets
2.31B
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JVMIX vs PVMIX

Header iconJVMIX vs PVMIX Comparison
Open Charts JVMIX vs PVMIXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Principal MidCap Value I Inst
Price$16.07
Change-$0.07 (-0.43%)
VolumeN/A
Net Assets2.31B
JVMIX vs PVMIX Comparison Chart in %
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JVMIX vs. PVMIX commentary
Aug 18, 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 PVMIX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. PVMIX (2.31B). PVMIX pays higher dividends than JVMIX: PVMIX (1.32) vs JVMIX (0.76). JVMIX was incepted earlier than PVMIX: JVMIX (28 years) vs PVMIX (22 years). JVMIX (0.88) is less costly to investors than PVMIX (0.75). PVMIX is a more actively managed with annual turnover of: 55.30 vs. JVMIX (49.00). PVMIX has a lower initial minimum investment than JVMIX: PVMIX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. PVMIX (-9.20). JVMIX return over 5 years is better than : 50.10 vs. PVMIX (29.61).
JVMIXPVMIXJVMIX / PVMIX
Total Expense Ratio0.870.69126%
Annual Report Gross Expense Ratio0.880.75117%
Fund Existence28 years22 years-
Gain YTD8.9803.477258%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.6B2.31B1,021%
Annual Yield % from dividends0.761.3258%
Returns for 1 year0.76-9.20-8%
Returns for 3 years11.90-3.97-300%
Returns for 5 years50.1029.61169%
Returns for 10 years45.2920.31223%
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