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JVMRX vs PCMVX
JVMRX vs PCMVX Comparison
Open Charts JVMRX vs PCMVX
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
Principal MidCap Value I A
Price$16.10
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets2.35B
JVMRX vs PCMVX Comparison Chart in %
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JVMRX vs. PCMVX commentary
Jan 15, 2026
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 PCMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. PCMVX (2.35B). JVMRX pays higher dividends than PCMVX: JVMRX (0.85) vs PCMVX (0.74). JVMRX was incepted earlier than PCMVX: JVMRX (14 years) vs PCMVX (7 years). PCMVX (1.09) is less costly to investors than JVMRX (0.75). PCMVX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (49.00). PCMVX has a lower initial minimum investment than JVMRX: PCMVX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 6.31 vs. PCMVX (3.55). JVMRX return over 5 years is better than : 22.57 vs. PCMVX (7.60).
| JVMRX | PCMVX | JVMRX / PCMVX | |
| Total Expense Ratio | 0.74 | 1.07 | 69% |
| Annual Report Gross Expense Ratio | 0.75 | 1.09 | 69% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 4.843 | 5.023 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 2.35B | 1,051% |
| Annual Yield % from dividends | 0.85 | 0.74 | 115% |
| Returns for 1 year | 6.31 | 3.55 | 178% |
| Returns for 3 years | 15.11 | 2.73 | 553% |
| Returns for 5 years | 22.57 | 7.60 | 297% |
| Returns for 10 years | 76.30 | N/A | - |
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