JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
PVMIX
Price
$16.13
Change
+$0.09 (+0.56%)
Updated
Jul 3 closing price
Net Assets
2.5B
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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$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Principal MidCap Value I Inst
Price$16.13
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.5B
JVMIX vs PVMIX Comparison Chart in %
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JVMIX vs. PVMIX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. PVMIX (2.5B). 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 (47.00). 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 : 3.45 vs. PVMIX (-4.56). JVMIX return over 5 years is better than : 62.76 vs. PVMIX (41.42).
JVMIXPVMIXJVMIX / PVMIX
Total Expense Ratio0.870.69126%
Annual Report Gross Expense Ratio0.880.75117%
Fund Existence28 years22 years-
Gain YTD8.4233.863218%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B2.5B903%
Annual Yield % from dividends0.781.3458%
Returns for 1 year3.45-4.56-76%
Returns for 3 years23.846.74354%
Returns for 5 years62.7641.42152%
Returns for 10 years48.3421.00230%
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