JVMRX
Price
$29.59
Change
+$0.13 (+0.44%)
Updated
Oct 17 closing price
Net Assets
23.85B
PCMSX
Price
$16.23
Change
+$0.04 (+0.25%)
Updated
Oct 17 closing price
Net Assets
2.29B
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JVMRX vs PCMSX

Header iconJVMRX vs PCMSX Comparison
Open Charts JVMRX vs PCMSXBanner chart's image
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
Principal MidCap Value I R6
Price$16.23
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.29B
JVMRX vs PCMSX Comparison Chart in %
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JVMRX vs. PCMSX commentary
Oct 19, 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 JVMRX is a Hold and PCMSX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. PCMSX (2.3B). PCMSX pays higher dividends than JVMRX: PCMSX (1.33) vs JVMRX (0.84). JVMRX was incepted earlier than PCMSX: JVMRX (14 years) vs PCMSX (7 years). JVMRX (0.75) is less costly to investors than PCMSX (0.65). PCMSX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (49.00). PCMSX has a lower initial minimum investment than JVMRX: PCMSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -4.79 vs. PCMSX (-13.58). JVMRX return over 5 years is better than : 47.93 vs. PCMSX (27.97).
JVMRXPCMSXJVMRX / PCMSX
Total Expense Ratio0.740.63117%
Annual Report Gross Expense Ratio0.750.65115%
Fund Existence14 years7 years-
Gain YTD9.8374.172236%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B2.3B1,041%
Annual Yield % from dividends0.841.3363%
Returns for 1 year-4.79-13.5835%
Returns for 3 years25.627.53340%
Returns for 5 years47.9327.97171%
Returns for 10 years52.40N/A-
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