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JVMRX vs PCMSX
JVMRX vs PCMSX Comparison
Open Charts JVMRX vs PCMSX
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Principal MidCap Value I R6
Price$16.29
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets2.35B
JVMRX vs PCMSX Comparison Chart in %
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JVMRX vs. PCMSX commentary
Jul 28, 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 StrongBuy and PCMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. PCMSX (2.35B). PCMSX pays higher dividends than JVMRX: PCMSX (1.38) vs JVMRX (0.88). JVMRX was incepted earlier than PCMSX: JVMRX (14 years) vs PCMSX (6 years). JVMRX (0.76) 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 : 1.28 vs. PCMSX (-6.92). JVMRX return over 5 years is better than : 58.56 vs. PCMSX (37.00).
| JVMRX | PCMSX | JVMRX / PCMSX | |
| Total Expense Ratio | 0.75 | 0.63 | 119% |
| Annual Report Gross Expense Ratio | 0.76 | 0.65 | 117% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 9.354 | 4.557 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 2.35B | 984% |
| Annual Yield % from dividends | 0.88 | 1.38 | 63% |
| Returns for 1 year | 1.28 | -6.92 | -18% |
| Returns for 3 years | 21.72 | 5.09 | 427% |
| Returns for 5 years | 58.56 | 37.00 | 158% |
| Returns for 10 years | 51.14 | N/A | - |
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