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JVMRX vs PCMVX
JVMRX vs PCMVX Comparison
Open Charts JVMRX vs PCMVX
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
Principal MidCap Value I A
Price$16.30
Change+$0.11 (+0.68%)
VolumeN/A
Net Assets2.37B
JVMRX vs PCMVX Comparison Chart in %
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JVMRX vs. PCMVX commentary
Feb 04, 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 Buy and PCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. PCMVX (2.37B). JVMRX pays higher dividends than PCMVX: JVMRX (0.82) vs PCMVX (0.71). 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: 79.60 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 : 5.07 vs. PCMVX (3.00). JVMRX return over 5 years is better than : 23.56 vs. PCMVX (7.96).
| 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 | 5.208 | 6.327 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 2.37B | 1,040% |
| Annual Yield % from dividends | 0.82 | 0.71 | 116% |
| Returns for 1 year | 5.07 | 3.00 | 169% |
| Returns for 3 years | 12.07 | 1.56 | 775% |
| Returns for 5 years | 23.56 | 7.96 | 296% |
| Returns for 10 years | 80.03 | N/A | - |
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