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JVMRX vs PMPRX
JVMRX vs PMPRX Comparison
Open Charts JVMRX vs PMPRX
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
Principal MidCap Value I R3
Price$15.66
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets2.31B
JVMRX vs PMPRX Comparison Chart in %
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JVMRX vs. PMPRX commentary
Aug 18, 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 Buy and PMPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. PMPRX (2.31B). PMPRX pays higher dividends than JVMRX: PMPRX (1.00) vs JVMRX (0.86). 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 : 0.87 vs. PMPRX (-10.01). JVMRX return over 5 years is better than : 50.62 vs. PMPRX (26.01).
| 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 | 9.057 | 3.094 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 2.31B | 1,021% |
| Annual Yield % from dividends | 0.86 | 1.00 | 86% |
| Returns for 1 year | 0.87 | -10.01 | -9% |
| Returns for 3 years | 12.17 | -5.52 | -220% |
| Returns for 5 years | 50.62 | 26.01 | 195% |
| Returns for 10 years | 46.16 | 13.52 | 341% |
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