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JVMRX vs PMPRX
JVMRX vs PMPRX Comparison
Open Charts JVMRX vs PMPRX
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Principal MidCap Value I R3
Price$16.01
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.36B
JVMRX vs PMPRX Comparison Chart in %
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JVMRX vs. PMPRX commentary
Sep 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 Buy and PMPRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. PMPRX (2.36B). PMPRX pays higher dividends than JVMRX: PMPRX (0.98) vs JVMRX (0.84). JVMRX was incepted earlier than PMPRX: JVMRX (14 years) vs PMPRX (21 years). PMPRX (1.21) is less costly to investors than JVMRX (0.75). 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 : 3.02 vs. PMPRX (-8.82). JVMRX return over 5 years is better than : 55.40 vs. PMPRX (29.73).
| JVMRX | PMPRX | JVMRX / PMPRX | |
| Total Expense Ratio | 0.74 | 1.19 | 62% |
| Annual Report Gross Expense Ratio | 0.75 | 1.21 | 62% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 12.064 | 5.398 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 2.36B | 1,031% |
| Annual Yield % from dividends | 0.84 | 0.98 | 86% |
| Returns for 1 year | 3.02 | -8.82 | -34% |
| Returns for 3 years | 25.20 | 4.56 | 552% |
| Returns for 5 years | 55.40 | 29.73 | 186% |
| Returns for 10 years | 59.55 | 23.46 | 254% |
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