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JVMRX vs PMPRX
JVMRX vs PMPRX Comparison
Open Charts JVMRX vs PMPRX
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Principal MidCap Value I R3
Price$15.84
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets2.35B
JVMRX vs PMPRX Comparison Chart in %
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JVMRX vs. PMPRX 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 PMPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. PMPRX (2.35B). PMPRX pays higher dividends than JVMRX: PMPRX (1.01) vs JVMRX (0.88). JVMRX was incepted earlier than PMPRX: JVMRX (14 years) vs PMPRX (21 years). PMPRX (1.21) is less costly to investors than JVMRX (0.76). PMPRX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (49.00). PMPRX has a lower initial minimum investment than JVMRX: PMPRX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. PMPRX (-7.77). JVMRX return over 5 years is better than : 58.56 vs. PMPRX (32.81).
| JVMRX | PMPRX | JVMRX / PMPRX | |
| Total Expense Ratio | 0.75 | 1.19 | 63% |
| Annual Report Gross Expense Ratio | 0.76 | 1.21 | 63% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 9.354 | 4.279 | 219% |
| 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 | 1.01 | 87% |
| Returns for 1 year | 1.28 | -7.77 | -16% |
| Returns for 3 years | 21.72 | 3.26 | 667% |
| Returns for 5 years | 58.56 | 32.81 | 178% |
| Returns for 10 years | 51.14 | 16.90 | 303% |
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