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JVMRX vs PMPRX
JVMRX vs PMPRX Comparison
Open Charts JVMRX vs PMPRX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Principal MidCap Value I R3
Price$15.73
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets2.5B
JVMRX vs PMPRX Comparison Chart in %
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JVMRX vs. PMPRX commentary
Jul 08, 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: 22.6B vs. PMPRX (2.5B). 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 (47.00). 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 : 3.59 vs. PMPRX (-5.42). JVMRX return over 5 years is better than : 63.32 vs. PMPRX (37.55).
| 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 | 8.500 | 3.555 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 2.5B | 903% |
| Annual Yield % from dividends | 0.88 | 1.01 | 87% |
| Returns for 1 year | 3.59 | -5.42 | -66% |
| Returns for 3 years | 24.14 | 5.02 | 481% |
| Returns for 5 years | 63.32 | 37.55 | 169% |
| Returns for 10 years | 49.30 | 14.18 | 348% |
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