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JVMIX vs PVMIX
JVMIX vs PVMIX Comparison
Open Charts JVMIX vs PVMIX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Principal MidCap Value I Inst
Price$16.24
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets2.35B
JVMIX vs PVMIX Comparison Chart in %
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JVMIX vs. PVMIX commentary
Jul 27, 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 PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. PVMIX (2.35B). PVMIX pays higher dividends than JVMIX: PVMIX (1.34) vs JVMIX (0.78). 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 : 1.20 vs. PVMIX (-7.00). JVMIX return over 5 years is better than : 58.07 vs. PVMIX (36.50).
| JVMIX | PVMIX | JVMIX / PVMIX | |
| Total Expense Ratio | 0.87 | 0.69 | 126% |
| Annual Report Gross Expense Ratio | 0.88 | 0.75 | 117% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 9.314 | 4.572 | 204% |
| 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 | 1.34 | 58% |
| Returns for 1 year | 1.20 | -7.00 | -17% |
| Returns for 3 years | 21.47 | 4.90 | 438% |
| Returns for 5 years | 58.07 | 36.50 | 159% |
| Returns for 10 years | 50.28 | 23.82 | 211% |
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